Guardian Wealth Advisors (Minnesota)’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
2025 Q3	–	Sell	-6,885	Closed	-$555K	–	76
2025 Q2	$555K	Sell	6,885 -275	-4%	-$21.7K	0.33%	37
2025 Q1	$565K	Sell	7,160 -150	-2%	-$11.9K	0.36%	35
2024 Q4	$575K	Sell	7,310 -900	-11%	-$71.4K	0.37%	36
2024 Q3	$659K	Sell	8,210 -1,280	-13%	-$101K	0.41%	37
2024 Q2	$732K	Sell	9,490 -750	-7%	-$57.7K	0.48%	28
2024 Q1	$796K	Sell	10,240 -1,270	-11%	-$98.1K	0.52%	27
2023 Q4	$891K	Sell	11,510 -100	-0.9%	-$7.46K	0.62%	18
2023 Q3	$856K	Hold	11,610	–	–	0.66%	20
2023 Q2	$872K	Sell	11,610 -320	-3%	-$23.9K	0.64%	19
2023 Q1	$901K	Hold	11,930	–	–	0.71%	18
2022 Q4	$878K	Sell	11,930 -2,860	-19%	-$211K	0.78%	19
2022 Q3	$1.06M	Sell	14,790 -105	-0.7%	-$7.94K	1.03%	16
2022 Q2	$1.1M	Buy	14,895 +10	+0.1%	+$778	1.01%	17
2022 Q1	$1.23M	Buy	14,885 +745	+5%	+$62.3K	1.01%	17
2021 Q4	$1.23M	Buy	14,140 +2,345	+20%	+$203K	0.99%	17
2021 Q3	$1.03M	Sell	11,795 -361	-3%	-$31.7K	0.92%	19
2021 Q2	$1.07M	Buy	12,156 +1,775	+17%	+$155K	0.93%	18
2021 Q1	$905K	Buy	10,381 +1,170	+13%	+$102K	0.84%	19
2020 Q4	$804K	Buy	+9,211	New	+$789K	0.8%	21