GC Wealth Management RIA’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
$522K Buy
6,475
+272
+4% +$21.9K 0.04% 314
2025
Q1
$489K Sell
6,203
-76
-1% -$6K 0.09% 181
2024
Q4
$494K Sell
6,279
-2,435
-28% -$192K 0.09% 175
2024
Q3
$700K Sell
8,714
-770
-8% -$61.8K 0.12% 148
2024
Q2
$732K Hold
9,484
0.14% 127
2024
Q1
$737K Buy
9,484
+3,000
+46% +$233K 0.15% 123
2023
Q4
$502K Buy
+6,484
New +$502K 0.23% 115