Shared Vision Wealth Group’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
2024
Q2
Sell
-2,607
Closed -$203K 76
2024
Q1
$203K Sell
2,607
-1,912
-42% -$149K 0.13% 74
2023
Q4
$350K Buy
+4,519
New +$350K 0.23% 53