Legacy Financial Strategies’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	–	Sell	-3,754	Closed	-$303K	–	137
2025 Q2	$303K	Sell	3,754 -188	-5%	-$14.8K	0.06%	98
2025 Q1	$311K	Sell	3,942 -34	-0.9%	-$2.7K	0.07%	85
2024 Q4	$313K	Buy	3,976 +367	+10%	+$29.1K	0.07%	87
2024 Q3	$290K	Buy	3,609 +359	+11%	+$28.2K	0.06%	93
2024 Q2	$251K	Sell	3,250 -127	-4%	-$9.76K	0.06%	83
2024 Q1	$262K	Sell	3,377 -558	-14%	-$43.1K	0.07%	74
2023 Q4	$305K	Sell	3,935 -178	-4%	-$13.3K	0.09%	68
2023 Q3	$305K	Buy	4,113 +278	+7%	+$20.8K	0.1%	62
2023 Q2	$288K	Buy	3,835 +159	+4%	+$11.9K	0.1%	62
2023 Q1	$278K	Buy	3,676 +486	+15%	+$36.4K	0.1%	60
2022 Q4	$235K	Buy	+3,190	New	+$235K	0.1%	64