Journey Strategic Wealth’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
2024 Q4	–	Sell	-39,258	Closed	-$1.7M	–	545
2024 Q3	$1.7M	Sell	39,258 -19,057	-33%	-$827K	0.06%	84
2024 Q2	$2.46M	Buy	58,315 +1,802	+3%	+$76K	0.1%	40
2024 Q1	$2.4M	Buy	56,513 +16,643	+42%	+$708K	0.11%	36
2023 Q4	$1.68M	Buy	+39,870	New	+$1.68M	0.08%	45