GFWA
Grey Fox Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
21,518
+3,848
| +22% | +$310K | 0.41% | 40 |
|
|
2025
Q1 | $1.39M | Sell |
17,670
-1,423
| -7% | -$112K | 0.37% | 42 |
|
|
2024
Q4 | $1.5M | Sell |
19,093
-49
| -0.3% | -$3.85K | 0.41% | 39 |
|
|
2024
Q3 | $1.54M | Sell |
19,142
-676
| -3% | -$54.3K | 0.43% | 38 |
|
|
2024
Q2 | $1.53M | Sell |
19,818
-509
| -3% | -$39.3K | 0.54% | 34 |
|
|
2024
Q1 | $1.58M | Hold |
20,327
| – | – | 0.59% | 30 |
|
|
2023
Q4 | $1.57M | Sell |
20,327
-665
| -3% | -$51.5K | 0.68% | 31 |
|
|
2023
Q3 | $1.55M | Sell |
20,992
-36,768
| -64% | -$2.71M | 0.78% | 32 |
|
|
2023
Q2 | $4.34M | Buy |
57,760
+5,515
| +11% | +$414K | 2.23% | 11 |
|
|
2023
Q1 | $3.95M | Buy |
52,245
+3,712
| +8% | +$280K | 2.33% | 11 |
|
|
2022
Q4 | $3.57M | Buy |
+48,533
| New | +$3.57M | 2.36% | 9 |
|