Winch Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.3K | Buy |
214
+3
| +1% | +$242 | ﹤0.01% | 244 |
|
2025
Q1 | $16.6K | Buy |
211
+2
| +1% | +$158 | ﹤0.01% | 237 |
|
2024
Q4 | $16.4K | Buy |
+209
| New | +$16.4K | ﹤0.01% | 243 |
|
2018
Q1 | – | Sell |
-580
| Closed | -$51K | – | 314 |
|
2017
Q4 | $51K | Buy |
+580
| New | +$51K | 0.03% | 99 |
|
2015
Q2 | – | Sell |
-49
| Closed | -$4K | – | 312 |
|
2015
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 204 |
|