EP Wealth Advisors’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
2025 Q2	$112K	Buy	+2,601	New	+$112K	﹤0.01%	1363
2024 Q2	–	Sell	-2,831	Closed	-$120K	–	885
2024 Q1	$120K	Buy	+2,831	New	+$120K	﹤0.01%	788