Fulcrum Equity Management’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 Q4	–	Sell	-7,995	Closed	-$347K	–	150
2024 Q3	$347K	Buy	7,995 +179	+2%	+$7.77K	0.29%	104
2024 Q2	$330K	Sell	7,816 -263	-3%	-$11.1K	0.3%	99
2024 Q1	$344K	Sell	8,079 -2,178	-21%	-$92.7K	0.41%	78
2023 Q4	$433K	Buy	+10,257	New	+$433K	0.54%	48