GWM
GSB Wealth Management’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757 | Sell |
41
-34
| -45% | -$628 | ﹤0.01% | 237 |
|
|
2025
Q1 | $1.35K | Buy |
+75
| New | +$1.35K | ﹤0.01% | 225 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$368 | – | 228 |
|
|
2024
Q3 | $368 | Buy |
+20
| New | +$368 | ﹤0.01% | 233 |
|
|
2023
Q2 | – | Sell |
-71,624
| Closed | -$1.25M | – | 227 |
|
|
2023
Q1 | $1.25M | Buy |
+71,624
| New | +$1.25M | 0.41% | 85 |
|