Heritage Oak Wealth Advisors’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
2024 Q4	–	Sell	-49,251	Closed	-$4.25M	–	113
2024 Q3	$4.25M	Buy	+49,251	New	+$4.25M	1.96%	13