Golden State 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
2026 Q1	$310K	Buy	3,898 +25	+0.6%	+$2.01K	0.03%	321
2025 Q4	$312K	Hold	3,873	–	–	0.03%	322
2025 Q3	$314K	Sell	3,873 -11	-0.3%	-$886	0.03%	309
2025 Q2	$313K	Sell	3,884 -121	-3%	-$9.53K	0.04%	295
2025 Q1	$316K	Buy	4,005 +301	+8%	+$23.9K	0.05%	283
2024 Q4	$291K	Buy	+3,704	New	+$294K	0.04%	273
2020 Q4	–	Sell	-1,884	Closed	-$158K	–	318
2020 Q3	$158K	Sell	1,884 -7,553	-80%	-$636K	0.05%	212
2020 Q2	$1.16M	Buy	9,437 +6,585	+231%	+$531K	0.37%	47
2020 Q1	$220K	Buy	+2,852	New	+$241K	0.1%	148
2019 Q4	–	Sell	-10,480	Closed	-$914K	–	445
2019 Q3	$914K	Buy	10,480 +43	+0.4%	+$3.73K	0.3%	65
2019 Q2	$909K	Buy	10,437 +2,405	+30%	+$208K	0.29%	70
2019 Q1	$695K	Buy	+8,032	New	+$682K	0.23%	91