Heritage Oak Wealth Advisors’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	$2.11M	Sell	48,901 -27,526	-36%	-$1.19M	0.81%	22
2025 Q1	$3.25M	Buy	76,427 +2,901	+4%	+$123K	1.43%	14
2024 Q4	$3.13M	Buy	+73,526	New	+$3.13M	1.47%	13
2024 Q3	–	Sell	-59,683	Closed	-$2.52M	–	206
2024 Q2	$2.52M	Buy	+59,683	New	+$2.52M	1.27%	13