OWA
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One Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

One Wealth Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-105,053
Closed -$4.3M – 529
2022
Q4 		$4.3M Buy
+105,053
New +$4.3M 0.98% 25
2021
Q1 		– Sell
-7,321
Closed -$333K – 169
2020
Q4 		$333K Buy
+7,321
New +$327K 0.18% 77

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