Heritage Oak Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.29M	Buy	65,627 +610	+0.9%	+$49.2K	2.04%	8
2025 Q1	$5.13M	Buy	65,017 +1,591	+3%	+$126K	2.25%	9
2024 Q4	$4.99M	Buy	+63,426	New	+$4.99M	2.34%	7
2024 Q3	–	Sell	-65,473	Closed	-$5.05M	–	175
2024 Q2	$5.05M	Buy	+65,473	New	+$5.05M	2.55%	6