Kestra Advisory Services’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	$10.4M	Buy	245,811 +21,388	+10%	+$913K	0.04%	450
2025 Q4	$9.62M	Buy	224,423 +33,037	+17%	+$1.42M	0.04%	430
2025 Q3	$8.29M	Buy	191,386 +20,218	+12%	+$870K	0.04%	467
2025 Q2	$7.38M	Buy	171,168 +2,480	+1%	+$105K	0.04%	475
2025 Q1	$7.17M	Sell	168,688 -2,834	-2%	-$122K	0.03%	446
2024 Q4	$7.31M	Buy	171,522 +1,915	+1%	+$82.3K	0.04%	444
2024 Q3	$7.36M	Sell	169,607 -127	-0.1%	-$5.43K	0.04%	458
2024 Q2	$7.16M	Buy	169,734 +10,964	+7%	+$462K	0.04%	471
2024 Q1	$6.76M	Buy	158,770 +15,223	+11%	+$644K	0.05%	426
2023 Q4	$6.06M	Buy	143,547 +5,196	+4%	+$214K	0.05%	395
2023 Q3	$5.68M	Buy	138,351 +7,768	+6%	+$321K	0.06%	353
2023 Q2	$5.41M	Sell	130,583 -6,908	-5%	-$285K	0.05%	349
2023 Q1	$5.73M	Sell	137,491 -291,235	-68%	-$12.1M	0.06%	314
2022 Q4	$17.5M	Buy	428,726 +320,469	+296%	+$13.1M	0.16%	151
2022 Q3	$4.32M	Buy	108,257 +29,357	+37%	+$1.21M	0.05%	412
2022 Q2	$3.2M	Sell	78,900 -8,143	-9%	-$344K	0.03%	494
2022 Q1	$3.83M	Buy	87,043 +17,818	+26%	+$789K	0.04%	449
2021 Q4	$3.14M	Buy	69,225 +16,408	+31%	+$744K	0.03%	526
2021 Q3	$2.41M	Sell	52,817 -2,558	-5%	-$117K	0.02%	635
2021 Q2	$2.55M	Buy	55,375 +10,756	+24%	+$493K	0.03%	560
2021 Q1	$2.04M	Sell	44,619 -13,252	-23%	-$603K	0.03%	589
2020 Q4	$2.63M	Buy	57,871 +9,325	+19%	+$417K	0.03%	506
2020 Q3	$2.13M	Buy	+48,546	New	+$2.13M	0.04%	420