Hurlow Wealth Management Group’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
2024 Q3	–	Sell	-40,295	Closed	-$3.11M	–	122
2024 Q2	$3.11M	Buy	40,295 +2,256	+6%	+$173K	1.07%	23
2024 Q1	$2.96M	Buy	38,039 +615	+2%	+$47.5K	1.04%	22
2023 Q4	$2.9M	Buy	37,424 +7,078	+23%	+$528K	1.1%	22
2023 Q3	$2.24M	Buy	30,346 +1,323	+5%	+$98.8K	0.97%	24
2023 Q2	$2.18M	Buy	29,023 +3,008	+12%	+$224K	0.93%	24
2023 Q1	$1.97M	Buy	26,015 +1,604	+7%	+$120K	0.91%	24
2022 Q4	$1.8M	Buy	24,411 +1,249	+5%	+$92.1K	0.94%	25
2022 Q3	$1.65M	Buy	23,162 +2,251	+11%	+$170K	0.96%	26
2022 Q2	$1.54M	Buy	20,911 +2,368	+13%	+$184K	0.89%	25
2022 Q1	$1.53M	Buy	18,543 +8,679	+88%	+$726K	0.94%	22
2021 Q4	$858K	Sell	9,864 -5,737	-37%	-$498K	0.67%	25
2021 Q3	$1.36M	Buy	15,601 +912	+6%	+$80K	0.81%	24
2021 Q2	$1.29M	Buy	14,689 +2,841	+24%	+$248K	0.85%	22
2021 Q1	$1.03M	Buy	11,848 +3,417	+41%	+$297K	0.75%	23
2020 Q4	$736K	Buy	8,431 +1,849	+28%	+$158K	0.58%	30
2020 Q3	$552K	Buy	6,582 +1,121	+21%	+$94.4K	0.51%	38
2020 Q2	$448K	Buy	5,461 +430	+9%	+$34.7K	0.43%	42
2020 Q1	$406K	Buy	5,031 +1,628	+48%	+$138K	0.43%	49
2019 Q4	$301K	Buy	+3,403	New	+$296K	0.29%	79