Golden State Wealth Management’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	$35.5K	Buy	839 +240	+40%	+$10.2K	﹤0.01%	773
2025 Q4	$25.7K	Buy	599 +13	+2%	+$558	﹤0.01%	868
2025 Q3	$25.4K	Buy	586 +61	+12%	+$2.63K	﹤0.01%	856
2025 Q2	$22.7K	Buy	525 +10	+2%	+$423	﹤0.01%	855
2025 Q1	$21.9K	Sell	515 -1	-0.2%	-$43	﹤0.01%	781
2024 Q4	$22K	Buy	+516	New	+$22.2K	﹤0.01%	747
2021 Q1	–	Sell	-5,929	Closed	-$269K	–	233
2020 Q4	$269K	Buy	5,929 +2,089	+54%	+$93.3K	0.08%	195
2020 Q3	$169K	Sell	3,840 -1,686	-31%	-$74.1K	0.06%	209
2020 Q2	$237K	Buy	5,526 +4,222	+324%	+$178K	0.08%	163
2020 Q1	$53K	Buy	+1,304	New	+$58.4K	0.02%	353
2019 Q4	–	Sell	-810	Closed	-$38K	–	771
2019 Q3	$38K	Buy	810 +325	+67%	+$15.1K	0.01%	486
2019 Q2	$22K	Hold	485	–	–	0.01%	605
2019 Q1	$23K	Buy	+485	New	+$22.4K	0.01%	593