WealthPlan Investment 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
Q1
Sell
-4,816
Closed -$361K 489
2022
Q4
$361K Buy
4,816
+91
+2% +$6.82K 0.03% 290
2022
Q3
$354K Buy
+4,725
New +$354K 0.03% 285
2022
Q1
$374K Buy
+4,761
New +$374K 0.03% 284