Liberty Wealth Management’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
2021 Q4	–	Sell	-582	Closed	-$50K	–	583
2021 Q3	$50K	Sell	582 -3,786	-87%	-$332K	0.02%	425
2021 Q2	$385K	Sell	4,368 -242	-5%	-$21.1K	0.15%	83
2021 Q1	$400K	Hold	4,610	–	–	0.2%	72
2020 Q4	$400K	Buy	4,610 +701	+18%	+$60K	0.2%	72
2020 Q3	$328K	Buy	3,909 +449	+13%	+$37.8K	0.19%	71
2020 Q2	$268K	Buy	3,460 +2,885	+502%	+$233K	0.19%	73
2020 Q1	$44K	Sell	575 -2,469	-81%	-$209K	0.04%	225
2019 Q4	$268K	Buy	3,044 +2,642	+657%	+$230K	0.21%	88
2019 Q3	$35K	Sell	402 -62	-13%	-$5.38K	0.03%	299
2019 Q2	$40K	Sell	464 -120	-21%	-$10.4K	0.04%	280
2019 Q1	$50K	Buy	584 +14	+2%	+$1.19K	0.04%	203
2018 Q4	$46K	Buy	+570	New	+$47.7K	0.03%	196