Bright Futures 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
$250K Sell
6,001
-32
-0.5% -$1.33K 0.27% 94
2024
Q4
$261K Sell
6,033
-1,796
-23% -$77.6K 0.23% 100
2024
Q3
$337K Buy
7,829
+30
+0.4% +$1.29K 0.16% 152
2024
Q2
$330K Sell
7,799
-751
-9% -$31.7K 0.18% 145
2024
Q1
$361K Buy
+8,550
New +$361K 0.2% 133