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Holistic Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Holistic Planning’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$639K Buy
14,818
+359
+2% +$15.5K 0.18% 98
2025
Q1 		$615K Buy
14,459
+356
+3% +$15.1K 0.21% 86
2024
Q4 		$601K Buy
+14,103
New +$601K 0.22% 84