Marietta 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
2017
Q3
Sell
-6,294
Closed -$556K 120
2017
Q2
$556K Buy
6,294
+826
+15% +$73K 0.34% 81
2017
Q1
$480K Sell
5,468
-460
-8% -$40.4K 0.32% 88
2016
Q4
$513K Buy
+5,928
New +$513K 0.41% 81