Smith & Howard 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
2023
Q2
Sell
-34,391
Closed -$2.6M 70
2023
Q1
$2.6M Sell
34,391
-18,986
-36% -$1.43M 0.9% 25
2022
Q4
$3.93M Buy
53,377
+39,016
+272% +$2.87M 1.5% 22
2022
Q3
$1.03M Sell
14,361
-3,887
-21% -$277K 0.44% 33
2022
Q2
$1.34M Buy
+18,248
New +$1.34M 0.57% 31