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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,046
Closed -$616K 140
2021
Q3
$616K Buy
7,046
+1,097
+18% +$95.9K 0.19% 71
2021
Q2
$523K Buy
5,949
+1,545
+35% +$136K 0.17% 67
2021
Q1
$383K Buy
4,404
+884
+25% +$76.9K 0.14% 75
2020
Q4
$307K Buy
+3,520
New +$307K 0.12% 78