Mosaic Family 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
2019
Q2
Sell
-2,676
Closed -$125K 533
2019
Q1
$125K Hold
2,676
0.05% 201
2018
Q4
$119K Hold
2,676
0.05% 200
2018
Q3
$123K Buy
+2,676
New +$123K 0.05% 198