Portland Financial Advisors’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
2025
Q2
$488K Buy
11,317
+380
+3% +$16.4K 1.17% 30
2025
Q1
$465K Buy
10,937
+265
+2% +$11.3K 1.19% 28
2024
Q4
$455K Buy
+10,672
New +$455K 1.22% 27