Congress Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.83M	Sell	22,685 -420	-2%	-$33.1K	0.02%	570
2025 Q1	$1.82M	Buy	23,105 +422	+2%	+$33.5K	0.02%	513
2024 Q4	$1.78M	Buy	22,683 +613	+3%	+$48.7K	0.02%	430
2024 Q3	$1.77M	Sell	22,070 -4,215	-16%	-$332K	0.02%	441
2024 Q2	$2.03M	Sell	26,285 -2,305	-8%	-$177K	0.03%	358
2024 Q1	$2.22M	Buy	28,590 +2,484	+10%	+$192K	0.04%	307
2023 Q4	$2.02M	Buy	26,106 +1,072	+4%	+$79.9K	0.04%	311
2023 Q3	$1.85M	Buy	25,034 +16,720	+201%	+$1.25M	0.04%	313
2023 Q2	$624K	Sell	8,314 -1,570	-16%	-$117K	0.01%	390
2023 Q1	$747K	Sell	9,884 -105	-1%	-$7.87K	0.02%	377
2022 Q4	$736K	Sell	9,989 -4,912	-33%	-$362K	0.02%	366
2022 Q3	$1.06M	Sell	14,901 -596	-4%	-$45K	0.03%	330
2022 Q2	$1.14M	Buy	15,497 +1,252	+9%	+$97.3K	0.03%	322
2022 Q1	$1.17M	Sell	14,245 -7,327	-34%	-$613K	0.03%	334
2021 Q4	$1.88M	Buy	+21,572	New	+$1.87M	0.04%	314