Cobblestone Capital Advisors’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
2023
Q3
Sell
-7,874
Closed -$326K 275
2023
Q2
$326K Sell
7,874
-5
-0.1% -$207 0.02% 204
2023
Q1
$328K Buy
7,879
+326
+4% +$13.6K 0.02% 206
2022
Q4
$309K Buy
+7,553
New +$309K 0.02% 215