Curtis Advisory Group’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
2026 Q1	$7.41M	Sell	175,197 -25,659	-13%	-$1.1M	1.6%	15
2025 Q4	$8.61M	Buy	200,856 +4,698	+2%	+$202K	1.81%	14
2025 Q3	$8.49M	Buy	196,158 +25,340	+15%	+$1.09M	1.93%	13
2025 Q2	$7.37M	Buy	170,818 +19,622	+13%	+$830K	1.85%	15
2025 Q1	$6.43M	Buy	151,196 +447	+0.3%	+$19.2K	1.89%	14
2024 Q4	$6.42M	Buy	150,749 +14,182	+10%	+$610K	1.7%	14
2024 Q3	$5.93M	Buy	136,567 +2,882	+2%	+$123K	1.68%	15
2024 Q2	$5.64M	Buy	133,685 +18,102	+16%	+$762K	1.99%	14
2024 Q1	$4.92M	Buy	115,583 +61,821	+115%	+$2.62M	1.9%	15
2023 Q4	$2.27M	Buy	53,762 +7,745	+17%	+$319K	1.04%	25
2023 Q3	$1.89M	Buy	46,017 +976	+2%	+$40.3K	0.63%	22
2023 Q2	$1.87M	Sell	45,041 -808	-2%	-$33.3K	0.6%	24
2023 Q1	$1.91M	Buy	45,849 +2,876	+7%	+$119K	0.7%	24
2022 Q4	$1.76M	Sell	42,973 -17,824	-29%	-$729K	0.7%	24
2022 Q3	$2.43M	Sell	60,797 -442	-0.7%	-$18.3K	1%	20
2022 Q2	$2.48M	Buy	61,239 +2,414	+4%	+$102K	0.99%	18
2022 Q1	$2.59M	Sell	58,825 -1,187	-2%	-$52.6K	0.87%	18
2021 Q4	$2.72M	Sell	60,012 -215	-0.4%	-$9.74K	0.89%	19
2021 Q3	$2.75M	Sell	60,227 -2,123	-3%	-$97.1K	1%	19
2021 Q2	$2.87M	Buy	62,350 +5,644	+10%	+$259K	1.25%	17
2021 Q1	$2.6M	Buy	56,706 +3,333	+6%	+$152K	1.15%	21
2020 Q4	$2.42M	Buy	53,373 +18,062	+51%	+$807K	1.18%	17
2020 Q3	$1.55M	Buy	35,311 +2,137	+6%	+$93.9K	0.92%	18
2020 Q2	$1.42M	Buy	33,174 +6,318	+24%	+$267K	1.02%	17
2020 Q1	$1.1M	Buy	26,856 +9,782	+57%	+$438K	0.72%	17
2019 Q4	$793K	Buy	+17,074	New	+$789K	0.46%	21