Caldwell Trust’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Caldwell Trust’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,110
2023 Q2	$87.5K	Hold	2,110
2023 Q1	$87.9K	Buy	+2,110
2020 Q2	–	Sell	-50
2020 Q1	$2.04K	Hold	50
2019 Q4	$2.32K	Buy	+50