IPG Investment Advisors’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	$1.11M	Buy	26,339 +13,125	+99%	+$560K	0.19%	106
2025 Q4	$566K	Buy	13,214 +380	+3%	+$16.3K	0.1%	128
2025 Q3	$556K	Hold	12,834	–	–	0.1%	119
2025 Q2	$554K	Buy	12,834 +108	+0.8%	+$4.57K	0.11%	99
2025 Q1	$541K	Hold	12,726	–	–	0.12%	99
2024 Q4	$542K	Sell	12,726 -2,608	-17%	-$112K	0.12%	97
2024 Q3	$666K	Buy	15,334 +444	+3%	+$19K	0.15%	89
2024 Q2	$628K	Sell	14,890 -750	-5%	-$31.6K	0.14%	84
2024 Q1	$665K	Buy	15,640 +1,710	+12%	+$72.4K	0.15%	85
2023 Q4	$588K	Sell	13,930 -372	-3%	-$15.3K	0.12%	104
2023 Q3	$587K	Buy	14,302 +2,408	+20%	+$99.5K	0.13%	100
2023 Q2	$493K	Buy	11,894 +4,863	+69%	+$200K	0.11%	106
2023 Q1	$293K	Sell	7,031 -1,750	-20%	-$72.5K	0.07%	122
2022 Q4	$359K	Sell	8,781 -24	-0.3%	-$982	0.1%	90
2022 Q3	$352K	Sell	8,805 -4,050	-32%	-$167K	0.1%	88
2022 Q2	$521K	Sell	12,855 -2,000	-13%	-$84.6K	0.13%	82
2022 Q1	$653K	Sell	14,855 -496	-3%	-$22K	0.12%	82
2021 Q4	$696K	Sell	15,351 -1,250	-8%	-$56.7K	0.13%	91
2021 Q3	$759K	Buy	16,601 +1,045	+7%	+$47.8K	0.24%	54
2021 Q2	$717K	Buy	15,556 +1,125	+8%	+$51.6K	0.21%	68
2021 Q1	$661K	Buy	14,431 +8,650	+150%	+$394K	0.13%	106
2020 Q4	$263K	Sell	5,781 -10,810	-65%	-$483K	0.06%	133
2020 Q3	$729K	Sell	16,591 -225	-1%	-$9.89K	0.21%	70
2020 Q2	$721K	Buy	16,816 +575	+4%	+$24.3K	0.24%	62
2020 Q1	$664K	Buy	+16,241	New	+$728K	0.28%	58