Kestra Private Wealth 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	$4.63M	Buy	109,530 +13,812	+14%	+$590K	0.06%	340
2025 Q4	$4.1M	Sell	95,718 -1,838	-2%	-$78.9K	0.05%	352
2025 Q3	$4.22M	Buy	97,556 +1,510	+2%	+$65K	0.06%	334
2025 Q2	$4.14M	Buy	96,046 +58,482	+156%	+$2.47M	0.06%	308
2025 Q1	$1.6M	Buy	37,564 +13,856	+58%	+$595K	0.03%	525
2024 Q4	$1.01M	Buy	23,708 +6,751	+40%	+$290K	0.02%	648
2024 Q3	$736K	Buy	+16,957	New	+$725K	0.01%	726
2023 Q3	–	Sell	-9,738	Closed	-$404K	–	1207
2023 Q2	$404K	Sell	9,738 -820	-8%	-$33.8K	0.01%	710
2023 Q1	$440K	Buy	+10,558	New	+$437K	0.02%	642
2022 Q4	–	Sell	-72,838	Closed	-$2.91M	–	973
2022 Q3	$2.91M	Buy	72,838 +36,542	+101%	+$1.51M	0.17%	144
2022 Q2	$1.47M	Buy	36,296 +877	+2%	+$37.1K	0.08%	275
2022 Q1	$1.56M	Buy	35,419 +2,838	+9%	+$126K	0.08%	270
2021 Q4	$1.48M	Buy	32,581 +18,902	+138%	+$857K	0.07%	297
2021 Q3	$625K	Buy	+13,679	New	+$626K	0.03%	481