Everhart Financial Group’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
$455K Sell
5,644
-192
-3% -$15.5K 0.05% 239
2025
Q1
$460K Buy
5,836
+2,145
+58% +$169K 0.06% 220
2024
Q4
$290K Sell
3,691
-112
-3% -$8.81K 0.06% 260
2024
Q3
$286K Buy
3,803
+415
+12% +$31.2K 0.06% 266
2024
Q2
$242K Buy
+3,388
New +$242K 0.06% 256