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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,616
Closed -$410K 921
2024
Q4
$410K Buy
+9,616
New +$410K 0.01% 593
2024
Q3
Sell
-16,070
Closed -$678K 939
2024
Q2
$678K Buy
16,070
+10,732
+201% +$453K 0.02% 459
2024
Q1
$227K Buy
+5,338
New +$227K 0.01% 766