Elevation Wealth 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
2024 Q1	–	Sell	-642	Closed	-$26.3K	–	502
2023 Q4	$26.3K	Hold	642	–	–	0.02%	262
2023 Q3	$26.3K	Sell	642 -732	-53%	-$30K	0.02%	195
2023 Q2	$57K	Sell	1,374 -1,325	-49%	-$54.9K	0.05%	139
2023 Q1	$112K	Buy	+2,699	New	+$112K	0.1%	91