Independent Wealth Network’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
2026 Q1	$701K	Buy	8,807 +5,393	+158%	+$434K	0.21%	124
2025 Q4	$275K	Buy	3,414 +106	+3%	+$8.54K	0.08%	218
2025 Q3	$269K	Buy	3,308 +561	+20%	+$45.2K	0.09%	224
2025 Q2	$222K	Sell	2,747 -2	-0.1%	-$158	0.08%	237
2025 Q1	$217K	Sell	2,749 -18	-0.7%	-$1.43K	0.09%	219
2024 Q4	$218K	Sell	2,767 -1,273	-32%	-$101K	0.09%	214
2024 Q3	$324K	Sell	4,040 -569	-12%	-$44.8K	0.14%	157
2024 Q2	$356K	Sell	4,609 -164	-3%	-$12.6K	0.17%	146
2024 Q1	$371K	Buy	4,773 +541	+13%	+$41.8K	0.17%	142
2023 Q4	$327K	Buy	4,232 +51	+1%	+$3.8K	0.17%	139
2023 Q3	$308K	Sell	4,181 -35	-0.8%	-$2.61K	0.19%	129
2023 Q2	$317K	Buy	4,216 +1,062	+34%	+$79.3K	0.19%	139
2023 Q1	$238K	Buy	3,154 +3	+0.1%	+$225	0.15%	157
2022 Q4	$232K	Sell	3,151 -33	-1%	-$2.43K	0.16%	154
2022 Q3	$227K	Buy	3,184 +219	+7%	+$16.6K	0.18%	147
2022 Q2	$218K	Sell	2,965 -242	-8%	-$18.8K	0.16%	161
2022 Q1	$264K	Sell	3,207 -22,336	-87%	-$1.87M	0.17%	157
2021 Q4	$2.22M	Sell	25,543 -2,042	-7%	-$177K	1.37%	16
2021 Q3	$2.4M	Buy	+27,585	New	+$2.42M	1.57%	13