Steward Partners Investment Advisory’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
11,495
+1,076
| +10% | +$32.9K | ﹤0.01% | 1475 |
|
|
2025
Q1 | $328K | Buy |
10,419
+250
| +2% | +$7.86K | ﹤0.01% | 1401 |
|
|
2024
Q4 | $323K | Sell |
10,169
-481
| -5% | -$15.3K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $350K | Hold |
10,650
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q2 | $349K | Sell |
10,650
-1,000
| -9% | -$32.8K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $391K | Sell |
11,650
-56
| -0.5% | -$1.88K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $392K | Hold |
11,706
| – | – | 0.01% | 1108 |
|
|
2023
Q3 | $404K | Buy |
11,706
+11,406
| +3,802% | +$394K | 0.01% | 1002 |
|
|
2023
Q2 | $10.7K | Buy |
+300
| New | +$10.7K | ﹤0.01% | 2549 |
|