Goldstone Financial Group’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
2025 Q3	–	Sell	-72,235	Closed	-$3.1M	–	225
2025 Q2	$3.1M	Buy	72,235 +2,289	+3%	+$96.8K	0.41%	52
2025 Q1	$2.97M	Buy	69,946 +3,386	+5%	+$145K	0.45%	50
2024 Q4	$2.84M	Buy	66,560 +6,351	+11%	+$273K	0.44%	50
2024 Q3	$2.61M	Sell	60,209 -15,135	-20%	-$647K	0.45%	50
2024 Q2	$3.18M	Sell	75,344 -2,105	-3%	-$88.6K	0.64%	41
2024 Q1	$3.3M	Buy	77,449 +5,648	+8%	+$239K	0.76%	34
2023 Q4	$3.03M	Buy	71,801 +3,270	+5%	+$135K	0.78%	34
2023 Q3	$2.81M	Sell	68,531 -349	-0.5%	-$14.4K	0.83%	29
2023 Q2	$2.86M	Buy	68,880 +18,612	+37%	+$767K	0.84%	28
2023 Q1	$2.1M	Buy	+50,268	New	+$2.08M	0.69%	29