OptiFour Integrated 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
2018
Q4
Sell
-10,042
Closed -$868K 50
2018
Q3
$868K Buy
10,042
+882
+10% +$76.2K 0.71% 17
2018
Q2
$779K Buy
9,160
+287
+3% +$24.4K 0.67% 17
2018
Q1
$760K Buy
8,873
+242
+3% +$20.7K 0.63% 20
2017
Q4
$753K Buy
+8,631
New +$753K 0.63% 22