Westside Investment 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
2023 Q2	–	Sell	-8,225	Closed	-$618K	–	847
2023 Q1	$618K	Buy	8,225 +4,025	+96%	+$301K	0.18%	116
2022 Q4	$114K	Buy	4,200 +300	+8%	+$22.1K	0.28%	83
2022 Q3	$104K	Buy	3,900 +700	+22%	+$52.9K	0.25%	92
2022 Q2	$88.5K	Hold	3,200	–	–	0.2%	99
2022 Q1	$98.9K	Sell	3,200 -1,350	-30%	-$113K	0.22%	95
2021 Q4	$105K	Buy	4,550 +3,450	+314%	+$299K	0.24%	88
2021 Q3	$96	Sell	1,100 -400	-27%	-$35.1K	﹤0.01%	345
2021 Q2	$132	Buy	+1,500	New	+$131K	﹤0.01%	315
2018 Q4	$138K	Buy	1,700 +600	+55%	+$50.2K	0.05%	184
2018 Q3	$95K	Buy	1,100 +100	+10%	+$8.59K	0.03%	208
2018 Q2	$84.8K	Hold	1,000	–	–	0.03%	243
2018 Q1	$85K	Buy	1,000 +600	+150%	+$51.8K	0.05%	228
2017 Q4	$35.2K	Hold	400	–	–	0.02%	317
2017 Q3	$35.4K	Hold	400	–	–	0.02%	305
2017 Q2	$35.1K	Hold	400	–	–	0.02%	299
2017 Q1	$34.9K	Hold	400	–	–	0.02%	286
2016 Q4	$34.9K	Buy	+400	New	+$34.4K	0.02%	214