MWM
MinichMacGregor Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
143,113
-16,401
| -10% | -$1.42M | 2.65% | 13 |
|
|
2025
Q1 | $13.6M | Sell |
159,514
-4,920
| -3% | -$419K | 3.04% | 8 |
|
|
2024
Q4 | $14.2M | Buy |
164,434
+8,781
| +6% | +$758K | 2.95% | 6 |
|
|
2024
Q3 | $13.4M | Buy |
155,653
+7,923
| +5% | +$683K | 2.88% | 6 |
|
|
2024
Q2 | $12.6M | Buy |
147,730
+67,173
| +83% | +$5.71M | 3.07% | 6 |
|
|
2024
Q1 | $6.9M | Buy |
80,557
+926
| +1% | +$79.3K | 1.76% | 23 |
|
|
2023
Q4 | $6.69M | Sell |
79,631
-11,927
| -13% | -$1M | 1.93% | 19 |
|
|
2023
Q3 | $7.63M | Buy |
91,558
+662
| +0.7% | +$55.1K | 2.53% | 11 |
|
|
2023
Q2 | $7.61M | Buy |
90,896
+1,032
| +1% | +$86.5K | 2.38% | 12 |
|
|
2023
Q1 | $7.44M | Sell |
89,864
-728
| -0.8% | -$60.3K | 2.46% | 13 |
|
|
2022
Q4 | $7.43M | Sell |
90,592
-1,081
| -1% | -$88.7K | 2.68% | 13 |
|
|
2022
Q3 | $7.34M | Sell |
91,673
-109
| -0.1% | -$8.73K | 2.93% | 12 |
|
|
2022
Q2 | $7.29M | Sell |
91,782
-35,045
| -28% | -$2.79M | 3% | 12 |
|
|
2022
Q1 | $11M | Buy |
+126,827
| New | +$11M | 3.53% | 6 |
|