SFA
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Source Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,758
Closed -$207K 128
2023
Q2
$207K Buy
2,758
+22
+0.8% +$1.65K 0.07% 126
2023
Q1
$207K Buy
+2,736
New +$207K 0.07% 118