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

Kingswood Wealth Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$871K	Sell
2025 Q2	$942K	Sell
2025 Q1	$961K	Buy
2024 Q4	$525K	Buy
2024 Q3	–	Sell
2024 Q2	$987K	Sell
2024 Q1	$1.18M	Buy
2023 Q4	$609K	Buy