Destiny Wealth 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
2026 Q1	$86.3K	Buy	+2,040	New	+$87.1K	0.01%	362
2025 Q2	–	Sell	-21,959	Closed	-$934K	–	200
2025 Q1	$934K	Sell	21,959 -1,301	-6%	-$55.8K	0.15%	85
2024 Q4	$991K	Sell	23,260 -291	-1%	-$12.5K	0.16%	81
2024 Q3	$1.02M	Sell	23,551 -227	-1%	-$9.7K	0.18%	81
2024 Q2	$1M	Buy	+23,778	New	+$1M	0.18%	78
2023 Q3	–	Sell	-274,059	Closed	-$11.4M	–	173
2023 Q2	$11.4M	Sell	274,059 -19,718	-7%	-$813K	2.18%	12
2023 Q1	$12.2M	Sell	293,777 -69,795	-19%	-$2.89M	2.53%	10
2022 Q4	$14.9M	Buy	363,572 +176,557	+94%	+$7.22M	3.22%	4
2022 Q3	$7.47M	Sell	187,015 -4,489	-2%	-$186K	1.68%	20
2022 Q2	$7.76M	Sell	191,504 -8,286	-4%	-$350K	1.71%	20
2022 Q1	$8.78M	Buy	199,790 +198,032	+11,265%	+$8.77M	1.71%	19
2021 Q4	$80K	Hold	1,758	–	–	0.02%	254
2021 Q3	$80K	Buy	+1,758	New	+$80.4K	0.02%	234
2021 Q2	–	Sell	-1,855	Closed	-$85K	–	449
2021 Q1	$85K	Sell	1,855 -8,532	-82%	-$388K	0.02%	213
2020 Q4	$472K	Buy	+10,387	New	+$464K	0.1%	107