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Revolve Wealth Partners’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.64M Sell
305,488
-8,079
-3% -$149K 0.73% 29
2025
Q1
$5.66M Sell
313,567
-496
-0.2% -$8.96K 0.82% 24
2024
Q4
$5.68M Buy
314,063
+15,804
+5% +$286K 0.82% 25
2024
Q3
$5.53M Buy
298,259
+27,508
+10% +$510K 0.84% 23
2024
Q2
$4.87M Buy
270,751
+27,400
+11% +$492K 0.8% 26
2024
Q1
$4.41M Buy
243,351
+5,427
+2% +$98.4K 0.75% 27
2023
Q4
$4.31M Buy
237,924
+18,631
+8% +$338K 0.83% 25
2023
Q3
$3.75M Buy
219,293
+23,567
+12% +$403K 0.86% 25
2023
Q2
$3.42M Buy
195,726
+18,935
+11% +$331K 0.8% 26
2023
Q1
$3.1M Buy
176,791
+17,380
+11% +$304K 0.79% 29
2022
Q4
$2.73M Buy
159,411
+37,138
+30% +$636K 0.78% 29
2022
Q3
$2.01M Buy
122,273
+5,398
+5% +$88.7K 0.67% 30
2022
Q2
$1.97M Buy
116,875
+5,942
+5% +$100K 0.65% 33
2022
Q1
$2.04M Buy
110,933
+12,039
+12% +$221K 0.59% 36
2021
Q4
$1.92M Buy
+98,894
New +$1.92M 0.55% 38