Farther Finance Advisors’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	$2.91M	Buy	69,034 +16,897	+32%	+$721K	0.03%	504
2025 Q4	$2.24M	Buy	52,137 +9,743	+23%	+$418K	0.02%	543
2025 Q3	$1.84M	Buy	42,394 +6,683	+19%	+$288K	0.03%	486
2025 Q2	$1.54M	Buy	35,711 +4,280	+14%	+$181K	0.03%	448
2025 Q1	$1.33M	Buy	31,431 +13,865	+79%	+$595K	0.03%	408
2024 Q4	$749K	Sell	17,566 -5,825	-25%	-$250K	0.03%	461
2024 Q3	$1.02M	Buy	23,391 +3,014	+15%	+$129K	0.04%	346
2024 Q2	$855K	Buy	20,377 +4,883	+32%	+$206K	0.04%	334
2024 Q1	$653K	Sell	15,494 -4,936	-24%	-$209K	0.04%	333
2023 Q4	$863K	Buy	20,430 +8,316	+69%	+$343K	0.06%	256
2023 Q3	$497K	Sell	12,114 -3,167	-21%	-$131K	0.08%	207
2023 Q2	$633K	Sell	15,281 -6,920	-31%	-$285K	0.14%	137
2023 Q1	$925K	Sell	22,201 -6,819	-23%	-$282K	0.27%	72
2022 Q4	$1.19M	Buy	+29,020	New	+$1.19M	0.46%	39