SWA

Sightline Wealth Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,352	Closed	-$219K	–	86
2024 Q4	$219K	Buy	8,352 +4,269	+105%	+$112K	0.12%	80
2024 Q3	$218K	Buy	4,083 +71	+2%	+$3.8K	0.12%	73
2024 Q2	$207K	Buy	+4,012	New	+$207K	0.13%	75