Hefty Wealth Partners’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-13,970
Closed -$1.18M 248
2016
Q2
$1.18M Buy
13,970
+779
+6% +$66K 0.98% 35
2016
Q1
$1.09M Buy
13,191
+1,421
+12% +$117K 1.02% 34
2015
Q4
$977K Buy
+11,770
New +$977K 0.93% 36