HWMA
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Heritage Wealth Management (Arizona)’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio HYGH Stock Details HYGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.47M Buy
30,116
+14,617
+94% +$1.2M 0.35% 50
2022
Q3 		$1.24M Buy
15,499
+2,751
+22% +$226K 0.4% 49
2022
Q2 		$1.01M Buy
12,748
+6,880
+117% +$576K 0.34% 55
2022
Q1 		$511K Buy
+5,868
New +$506K 0.14% 110
2021
Q3 		$394K Buy
4,496
+504
+13% +$44.1K 0.14% 113
2021
Q2 		$352K Buy
3,992
+750
+23% +$65.7K 0.13% 127
2021
Q1 		$285K Buy
+3,242
New +$282K 0.16% 109

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KWM
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SIS
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DAS
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BAM
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