Columbia Advisory Partners’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
Q4
Sell
-9,375
Closed -$385K 71
2023
Q3
$385K Buy
9,375
+174
+2% +$7.14K 0.42% 39
2023
Q2
$381K Hold
9,201
0.41% 37
2023
Q1
$383K Buy
+9,201
New +$383K 0.36% 40