Bellwether 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	-714	Closed	-$30.8K	–	489
2025 Q2	$30.8K	Hold	714	–	–	0.01%	254
2025 Q1	$30.4K	Hold	714	–	–	0.01%	246
2024 Q4	$30.4K	Buy	+714	New	+$30.7K	0.01%	261
2023 Q2	–	Sell	-1,174	Closed	-$48.9K	–	388
2023 Q1	$48.9K	Sell	1,174 -84	-7%	-$3.48K	0.01%	193
2022 Q4	$51.4K	Sell	1,258 -10,032	-89%	-$410K	0.01%	189
2022 Q3	$450K	Hold	11,290	–	–	0.15%	74
2022 Q2	$457K	Sell	11,290 -2,638	-19%	-$112K	0.15%	84
2022 Q1	$612K	Hold	13,928	–	–	0.18%	91
2021 Q4	$630K	Buy	13,928 +393	+3%	+$17.8K	0.2%	80
2021 Q3	$618K	Hold	13,535	–	–	0.21%	81
2021 Q2	$623K	Buy	13,535 +108	+0.8%	+$4.95K	0.21%	87
2021 Q1	$615K	Hold	13,427	–	–	0.24%	68
2020 Q4	$610K	Buy	+13,427	New	+$600K	0.27%	60