Atria Wealth Solutions’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Sell	36,809 -132,514	-78%	-$5.61M	0.04%	481
2025 Q1	$7.2M	Sell	169,323 -22,036	-12%	-$945K	0.09%	244
2024 Q4	$8.15M	Buy	191,359 +4,249	+2%	+$183K	0.09%	230
2024 Q3	$8.12M	Sell	187,110 -41,964	-18%	-$1.79M	0.09%	237
2024 Q2	$9.67M	Buy	229,074 +64,613	+39%	+$2.72M	0.11%	193
2024 Q1	$7M	Buy	164,461 +34,535	+27%	+$1.46M	0.08%	261
2023 Q4	$5.49M	Buy	129,926 +18,822	+17%	+$776K	0.07%	291
2023 Q3	$4.56M	Buy	111,104 +5,127	+5%	+$212K	0.06%	313
2023 Q2	$4.39M	Sell	105,977 -5,107	-5%	-$210K	0.06%	323
2023 Q1	$4.63M	Sell	111,084 -282,480	-72%	-$11.7M	0.07%	284
2022 Q4	$16.1M	Buy	393,564 +293,260	+292%	+$12M	0.26%	90
2022 Q3	$4.01M	Sell	100,304 -14,850	-13%	-$614K	0.07%	280
2022 Q2	$4.67M	Buy	115,154 +25,025	+28%	+$1.06M	0.09%	246
2022 Q1	$3.96M	Buy	+90,129	New	+$3.99M	0.07%	301