Rooted Wealth Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.12M Buy
94,159
+3,292
+4% +$284K 2.81% 11
2025
Q1
$7.22M Sell
90,867
-2,538
-3% -$202K 3.11% 11
2024
Q4
$8.09M Buy
+93,405
New +$8.09M 3.17% 10