NWWA
New Wave Wealth Advisors’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 | $4.22M | Sell |
48,762
-106
| -0.2% | -$9.17K | 1.79% | 15 |
|
2025
Q1 | $4.16M | Buy |
48,868
+1,791
| +4% | +$153K | 1.87% | 16 |
|
2024
Q4 | $4.07M | Sell |
47,077
-2,174
| -4% | -$188K | 1.67% | 16 |
|
2024
Q3 | $4.25M | Buy |
49,251
+1,357
| +3% | +$117K | 1.96% | 13 |
|
2024
Q2 | $4.07M | Buy |
+47,894
| New | +$4.07M | 2.19% | 9 |
|