Lionshead Wealth Management’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
2025
Q2
$1.01M Sell
12,477
-1,246
-9% -$100K 0.93% 35
2025
Q1
$1.08M Sell
13,723
-46,590
-77% -$3.68M 1.12% 29
2024
Q4
$4.74M Buy
+60,313
New +$4.74M 3.43% 5