Heritage Oak Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.1M	Sell
2025 Q2	$2.11M	Sell
2025 Q1	$3.25M	Buy
2024 Q4	$3.13M	Buy
2024 Q3	–	Sell
2024 Q2	$2.52M	Buy