Hofer & Associates’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
2026 Q1	$2.09M	Sell	49,512 -50	-0.1%	-$2.13K	1.13%	25
2025 Q4	$2.12M	Buy	49,562 +3,203	+7%	+$137K	1.13%	25
2025 Q3	$2.01M	Sell	46,359 -533	-1%	-$22.9K	1.15%	25
2025 Q2	$2.02M	Sell	46,892 -1,591	-3%	-$67.3K	1.26%	23
2025 Q1	$2.06M	Buy	48,483 +1,027	+2%	+$44.1K	1.4%	22
2024 Q4	$2.02M	Buy	47,456 +3,669	+8%	+$158K	1.36%	22
2024 Q3	$1.9M	Buy	43,787 +337	+0.8%	+$14.4K	1.31%	24
2024 Q2	$1.83M	Buy	43,450 +804	+2%	+$33.8K	1.42%	23
2024 Q1	$1.81M	Buy	42,646 +1,096	+3%	+$46.4K	1.53%	22
2023 Q4	$1.75M	Sell	41,550 -173	-0.4%	-$7.13K	1.63%	19
2023 Q3	$1.71M	Sell	41,723 -1,028	-2%	-$42.5K	1.76%	19
2023 Q2	$1.77M	Buy	42,751 +2,177	+5%	+$89.7K	1.7%	19
2023 Q1	$1.66M	Sell	40,574 -369	-0.9%	-$15.3K	1.66%	19
2022 Q4	$1.67M	Buy	40,943 +549	+1%	+$22.5K	1.67%	19
2022 Q3	$1.61M	Buy	40,394 +575	+1%	+$23.8K	1.73%	19
2022 Q2	$1.61M	Sell	39,819 -736	-2%	-$31.1K	1.68%	19
2022 Q1	$1.78M	Buy	40,555 +3,039	+8%	+$135K	1.57%	19
2021 Q4	$1.7M	Buy	+37,516	New	+$1.7M	1.54%	18