AE Wealth Management’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
6,844
-129,520
| -95% | -$3.96M | ﹤0.01% | 1289 |
|
|
2025
Q1 | $4.29M | Buy |
136,364
+41,911
| +44% | +$1.32M | 0.04% | 368 |
|
|
2024
Q4 | $3M | Buy |
94,453
+8,576
| +10% | +$272K | 0.03% | 446 |
|
|
2024
Q3 | $2.82M | Buy |
85,877
+37,986
| +79% | +$1.25M | 0.03% | 446 |
|
|
2024
Q2 | $1.57M | Sell |
47,891
-96,117
| -67% | -$3.15M | 0.02% | 587 |
|
|
2024
Q1 | $4.84M | Buy |
144,008
+85,770
| +147% | +$2.88M | 0.05% | 303 |
|
|
2023
Q4 | $1.96M | Buy |
58,238
+11,412
| +24% | +$385K | 0.01% | 911 |
|
|
2023
Q3 | $1.62M | Buy |
46,826
+33,655
| +256% | +$1.16M | 0.01% | 919 |
|
|
2023
Q2 | $470K | Buy |
+13,171
| New | +$470K | ﹤0.01% | 1429 |
|