WMG Financial Advisors’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	$443K	Hold	5,496	–	–	0.16%	92
2025 Q1	$434K	Buy	5,496 +2,200	+67%	+$174K	0.18%	82
2024 Q4	$259K	Buy	3,296 +74	+2%	+$5.82K	0.11%	131
2024 Q3	$259K	Sell	3,222 -9	-0.3%	-$723	0.12%	135
2024 Q2	$249K	Buy	+3,231	New	+$249K	0.13%	125