Elevation Wealth Partners’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
2024 Q3	–	Sell	-36,058	Closed	-$2.78M	–	514
2024 Q2	$2.78M	Buy	36,058 +6,750	+23%	+$521K	1.32%	20
2024 Q1	$2.28M	Buy	29,308 +17,343	+145%	+$1.35M	1.14%	23
2023 Q4	$882K	Buy	+11,965	New	+$882K	0.53%	38