Aletheian Wealth Advisors’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
2023
Q1
Sell
-3,232
Closed -$238K 69
2022
Q4
$238K Buy
3,232
+110
+4% +$8.1K 0.21% 74
2022
Q3
$223K Buy
3,122
+304
+11% +$21.7K 0.25% 50
2022
Q2
$207K Buy
+2,818
New +$207K 0.21% 55