Independent Solutions Wealth Management’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	$2.67M	Buy	61,934 +5,653	+10%	+$244K	0.52%	62
2025 Q1	$2.39M	Buy	56,281 +4,553	+9%	+$194K	0.54%	59
2024 Q4	$2.2M	Buy	51,728 +38,673	+296%	+$1.65M	0.48%	63
2024 Q3	$567K	Buy	13,055 +7,645	+141%	+$332K	0.13%	112
2024 Q2	$228K	Buy	+5,410	New	+$228K	0.05%	158