Matthew Hamilton Rosenberg’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	$2.18M	Buy	51,523 +4,027	+8%	+$172K	0.45%	28
2025 Q4	$2.04M	Buy	47,496 +8,144	+21%	+$350K	0.42%	26
2025 Q3	$1.7M	Buy	39,352 +7,484	+23%	+$322K	0.37%	33
2025 Q2	$1.37M	Buy	31,868 +1,835	+6%	+$77.6K	0.32%	35
2025 Q1	$1.28M	Buy	30,033 +5,332	+22%	+$229K	0.32%	36
2024 Q4	$1.05M	Buy	24,701 +4,025	+19%	+$173K	0.27%	40
2024 Q3	$898K	Buy	20,676 +3,630	+21%	+$155K	0.23%	46
2024 Q2	$715K	Buy	17,046 +246	+1%	+$10.4K	0.21%	51
2024 Q1	$708K	Buy	16,800 +1,417	+9%	+$60K	0.2%	55
2023 Q4	$649K	Sell	15,383 -13	-0.1%	-$536	0.2%	53
2023 Q3	$632K	Sell	15,396 -1,020	-6%	-$42.1K	0.21%	49
2023 Q2	$680K	Sell	16,416 -3,701	-18%	-$153K	0.23%	48
2023 Q1	$838K	Sell	20,117 -937	-4%	-$38.8K	0.27%	49
2022 Q4	$861K	Sell	21,054 -1,472	-7%	-$60.2K	0.29%	48
2022 Q3	$900K	Buy	22,526 +1,091	+5%	+$45.1K	0.35%	43
2022 Q2	$870K	Sell	21,435 -1,770	-8%	-$74.9K	0.33%	44
2022 Q1	$1.02M	Sell	23,205 -2,735	-11%	-$121K	0.36%	43
2021 Q4	$1.18M	Sell	25,940 -6,221	-19%	-$282K	0.42%	38
2021 Q3	$1.47M	Buy	32,161 +16,421	+104%	+$751K	0.58%	31
2021 Q2	$725K	Buy	15,740 +4,279	+37%	+$196K	0.38%	33
2021 Q1	$525K	Buy	11,461 +1,631	+17%	+$74.2K	0.3%	38
2020 Q4	$447K	Buy	9,830 +3,870	+65%	+$173K	0.28%	42
2020 Q3	$262K	Buy	5,960 +1,778	+43%	+$78.1K	0.19%	65
2020 Q2	$179K	Buy	+4,182	New	+$177K	0.14%	91