Cypress Wealth Services’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
2023 Q4	–	Sell	-5,544	Closed	-$227K	–	253
2023 Q3	$227K	Sell	5,544 -567	-9%	-$23.4K	0.06%	212
2023 Q2	$254K	Sell	6,111 -1,888	-24%	-$77.8K	0.07%	203
2023 Q1	$333K	Sell	7,999 -31,993	-80%	-$1.32M	0.1%	169
2022 Q4	$1.64M	Buy	+39,992	New	+$1.64M	0.53%	46
2022 Q1	–	Sell	-12,622	Closed	-$572K	–	255
2021 Q4	$572K	Sell	12,622 -8,460	-40%	-$383K	0.16%	104
2021 Q3	$963K	Sell	21,082 -6,606	-24%	-$302K	0.29%	70
2021 Q2	$1.27M	Sell	27,688 -12,308	-31%	-$564K	0.35%	62
2021 Q1	$1.83M	Sell	39,996 -48,199	-55%	-$2.19M	0.38%	58
2020 Q4	$4.01M	Buy	+88,195	New	+$3.94M	0.9%	32
2020 Q3	–	Sell	-67,177	Closed	-$2.95M	–	462
2020 Q2	$2.88M	Buy	67,177 +21,728	+48%	+$918K	0.69%	46
2020 Q1	$1.86M	Buy	+45,449	New	+$2.04M	0.55%	55