Cumberland Partners’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	-5,110	Closed	-$220K	–	188
2025 Q2	$220K	Sell	5,110 -132	-3%	-$5.58K	0.02%	168
2025 Q1	$223K	Buy	+5,242	New	+$225K	0.02%	167
2023 Q1	–	Sell	-19,250	Closed	-$787K	–	187
2022 Q4	$787K	Hold	19,250	–	–	0.08%	121
2022 Q3	$769K	Hold	19,250	–	–	0.08%	119
2022 Q2	$781K	Hold	19,250	–	–	0.07%	122
2022 Q1	$846K	Hold	19,250	–	–	0.06%	123
2021 Q4	$872K	Hold	19,250	–	–	0.06%	137
2021 Q3	$880K	Buy	19,250 +8,350	+77%	+$382K	0.07%	130
2021 Q2	$502K	Sell	10,900 -3,400	-24%	-$156K	0.04%	148
2021 Q1	$655K	Hold	14,300	–	–	0.05%	142
2020 Q4	$650K	Sell	14,300 -6,900	-33%	-$308K	0.06%	132
2020 Q3	$932K	Sell	21,200 -1,800	-8%	-$79.1K	0.1%	98
2020 Q2	$986K	Hold	23,000	–	–	0.1%	111
2020 Q1	$940K	Sell	23,000 -8,000	-26%	-$358K	0.11%	103
2019 Q4	$1.44M	Buy	31,000 +12,300	+66%	+$568K	0.13%	96
2019 Q3	$869K	Buy	+18,700	New	+$868K	0.08%	110