Bell Investment Advisors’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 Q3	–	Sell	-379	Closed	-$16.3K	–	1955
2025 Q2	$16.3K	Buy	379 +7	+2%	+$296	﹤0.01%	488
2025 Q1	$15.8K	Buy	372 +5	+1%	+$215	﹤0.01%	456
2024 Q4	$15.7K	Buy	367 +8	+2%	+$344	﹤0.01%	450
2024 Q3	$15.6K	Buy	359 +6	+2%	+$256	﹤0.01%	453
2024 Q2	$14.9K	Buy	353 +7	+2%	+$295	﹤0.01%	468
2024 Q1	$14.7K	Sell	346 -656	-65%	-$27.8K	﹤0.01%	452
2023 Q4	$42.3K	Buy	1,002 +22	+2%	+$907	0.01%	217
2023 Q3	$40.2K	Sell	980 -7,265	-88%	-$300K	0.01%	198
2023 Q2	$342K	Sell	8,245 -272	-3%	-$11.2K	0.08%	70
2023 Q1	$355K	Sell	8,517 -49	-0.6%	-$2.03K	0.08%	64
2022 Q4	$350K	Buy	8,566 +7,231	+542%	+$296K	0.09%	63
2022 Q3	$53K	Sell	1,335 -219	-14%	-$9.05K	0.02%	131
2022 Q2	$63K	Buy	+1,554	New	+$65.7K	0.02%	116
2021 Q4	$84K	Sell	1,847 -328	-15%	-$14.9K	0.02%	112
2021 Q3	$99K	Buy	+2,175	New	+$99.5K	0.03%	96