Heritage Family Offices’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	$1.11M	Buy	26,119 +37	+0.1%	+$1.57K	0.56%	41
2025 Q1	$1.11M	Sell	26,082 -75	-0.3%	-$3.19K	0.57%	40
2024 Q4	$1.11M	Buy	26,157 +2,896	+12%	+$123K	0.56%	39
2024 Q3	$1.01M	Buy	23,261 +14	+0.1%	+$608	0.52%	40
2024 Q2	$981K	Buy	+23,247	New	+$981K	0.54%	40