Wealth Enhancement Advisory Services’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
2025
Q2
$2.32M Buy
28,860
+1,331
+5% +$107K ﹤0.01% 1277
2025
Q1
$2.17M Buy
27,529
+299
+1% +$23.6K ﹤0.01% 1199
2024
Q4
$2.14M Sell
27,230
-6,558
-19% -$516K ﹤0.01% 1145
2024
Q3
$2.71M Sell
33,788
-1,141
-3% -$91.6K 0.01% 939
2024
Q2
$2.69M Buy
34,929
+1,880
+6% +$145K 0.01% 882
2024
Q1
$2.57M Buy
33,049
+929
+3% +$72.2K 0.01% 858
2023
Q4
$2.49M Buy
32,120
+4,769
+17% +$369K 0.01% 835
2023
Q3
$2.02M Buy
+27,351
New +$2.02M 0.01% 861