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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$276K Buy
2025
Q2
$226K Sell
2025
Q1
$385K Sell
2024
Q4
$389K Buy
2024
Q3
$279K Sell
2024
Q2
$318K Buy
2023
Q4
Sell
2023
Q3
$531K Buy
2023
Q2
Sell
2023
Q1
$255K Sell
2022
Q4
$295K Sell
2022
Q3
$295K Buy