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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.89M	Sell
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