GYL Financial Synergies’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
2024 Q3	$241K	Sell	2,996 -210	-7%	-$16.5K	0.02%	329
2024 Q2	$247K	Sell	3,206 -848	-21%	-$65.2K	0.02%	323
2024 Q1	$315K	Buy	4,054 +37	+0.9%	+$2.86K	0.02%	292
2023 Q4	$311K	Buy	4,017 +720	+22%	+$53.7K	0.03%	285
2023 Q3	$243K	Hold	3,297	–	–	0.02%	298
2023 Q2	$248K	Hold	3,297	–	–	0.02%	301
2023 Q1	$249K	Hold	3,297	–	–	0.03%	255
2022 Q4	$243K	Buy	+3,297	New	+$243K	0.05%	191
2022 Q1	–	Sell	-2,940	Closed	-$256K	–	213
2021 Q4	$256K	Buy	2,940 +440	+18%	+$38.2K	0.07%	177
2021 Q3	$219K	Buy	2,500 +110	+5%	+$9.65K	0.11%	176
2021 Q2	$210K	Hold	2,390	–	–	0.11%	177
2021 Q1	$208K	Hold	2,390	–	–	0.11%	172
2020 Q4	$209K	Buy	+2,390	New	+$205K	0.12%	162