Spire Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Sell	3,886 -21	-0.5%	-$1.69K	0.01%	668
2025 Q4	$315K	Buy	3,907 +47	+1%	+$3.79K	0.01%	662
2025 Q3	$313K	Buy	3,860 +43	+1%	+$3.46K	0.01%	660
2025 Q2	$308K	Sell	3,817 -563	-13%	-$44.4K	0.01%	632
2025 Q1	$346K	Sell	4,380 -62	-1%	-$4.92K	0.01%	678
2024 Q4	$349K	Sell	4,442 -1,170	-21%	-$92.9K	0.01%	666
2024 Q3	$451K	Sell	5,612 -140	-2%	-$11K	0.02%	543
2024 Q2	$444K	Sell	5,752 -791	-12%	-$60.8K	0.02%	509
2024 Q1	$509K	Sell	6,543 -152	-2%	-$11.7K	0.01%	509
2023 Q4	$517K	Sell	6,695 -2,266	-25%	-$169K	0.02%	503
2023 Q3	$661K	Buy	8,961 +716	+9%	+$53.5K	0.03%	419
2023 Q2	$619K	Sell	8,245 -20,224	-71%	-$1.51M	0.02%	446
2023 Q1	$2.15M	Buy	28,469 +24,393	+598%	+$1.83M	0.08%	220
2022 Q4	$300K	Sell	4,076 -4,104	-50%	-$303K	0.02%	460
2022 Q3	$584K	Sell	8,180 -3,885	-32%	-$294K	0.04%	301
2022 Q2	$888K	Sell	12,065 -56,912	-83%	-$4.43M	0.04%	353
2022 Q1	$5.68M	Buy	68,977 +9,125	+15%	+$763K	0.15%	143
2021 Q4	$5.21M	Buy	59,852 +50,715	+555%	+$4.4M	0.12%	172
2021 Q3	$799K	Sell	9,137 -16,265	-64%	-$1.43M	0.02%	465
2021 Q2	$2.24M	Buy	25,402 +15,646	+160%	+$1.37M	0.06%	273
2021 Q1	$1.26M	Buy	+9,756	New	+$849K	0.03%	380