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

Rooted 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
2025 Q3	$2.07M	Buy
2025 Q2	$1.92M	Buy
2025 Q1	$1.61M	Buy
2024 Q4	$1.55M	Buy
2024 Q3	$1.42M	Sell
2024 Q2	$2.69M	Buy
2024 Q1	$2.45M	Buy
2023 Q4	$2.39M	Buy
2023 Q3	$1.95M	Sell
2023 Q2	$3.36M	Buy