GWANC
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Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-144
Closed -$3.38K 547
2024
Q4
$3.38K Buy
+144
New +$3.38K ﹤0.01% 477
2022
Q4
Sell
-5
Closed 392
2022
Q3
$0 Sell
5
-20
-80% ﹤0.01% 373
2022
Q2
$1K Buy
+25
New +$1K ﹤0.01% 344