Heritage Oak Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.68M	Sell	99,711 -710	-0.7%	-$26.2K	1.42%	12
2025 Q1	$3.63M	Buy	100,421 +1,598	+2%	+$57.8K	1.59%	13
2024 Q4	$3.57M	Buy	+98,823	New	+$3.57M	1.67%	12
2024 Q3	–	Sell	-87,477	Closed	-$3.1M	–	176
2024 Q2	$3.1M	Buy	+87,477	New	+$3.1M	1.57%	11