Root Financial Partners’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	$592K	Hold	13,721	–	–	0.06%	108
2025 Q1	$583K	Hold	13,721	–	–	0.06%	98
2024 Q4	$585K	Buy	+13,721	New	+$585K	0.07%	104