Lineweaver Wealth 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
2023 Q4	–	Sell	-14,335	Closed	-$588K	–	143
2023 Q3	$588K	Sell	14,335 -2,593	-15%	-$107K	0.17%	87
2023 Q2	$702K	Sell	16,928 -2,330	-12%	-$96K	0.2%	76
2023 Q1	$803K	Sell	19,258 -70,385	-79%	-$2.91M	0.25%	72
2022 Q4	$3.67M	Buy	89,643 +80,203	+850%	+$3.28M	1.11%	19
2022 Q3	$377K	Sell	9,440 -419	-4%	-$17.3K	0.12%	95
2022 Q2	$399K	Sell	9,859 -1,170	-11%	-$49.5K	0.13%	90
2022 Q1	$484K	Buy	11,029 +26	+0.2%	+$1.15K	0.14%	92
2021 Q4	$498K	Buy	11,003 +3,342	+44%	+$151K	0.14%	85
2021 Q3	$350K	Sell	7,661 -493	-6%	-$22.6K	0.11%	97
2021 Q2	$375K	Sell	8,154 -5,053	-38%	-$232K	0.12%	82
2021 Q1	$605K	Sell	13,207 -112,556	-89%	-$5.12M	0.21%	61
2020 Q4	$5.71M	Buy	125,763 +12,557	+11%	+$561K	2.24%	14
2020 Q3	$4.98M	Buy	113,206 +1,317	+1%	+$57.9K	2.23%	15
2020 Q2	$4.8M	Buy	111,889 +7,309	+7%	+$309K	2.44%	14
2020 Q1	$4.28M	Buy	+104,580	New	+$4.69M	2.69%	12