Smith Salley Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.42M	Buy	175,357 +68,505	+64%	+$2.92M	0.37%	61
2025 Q4	$4.58M	Buy	106,852 +2,329	+2%	+$99.9K	0.23%	77
2025 Q3	$4.53M	Buy	104,523 +5,879	+6%	+$253K	0.23%	70
2025 Q2	$4.26M	Buy	98,644 +368	+0.4%	+$15.6K	0.25%	68
2025 Q1	$4.18M	Buy	+98,276	New	+$4.22M	0.27%	65
2022 Q4	–	Sell	-40,305	Closed	-$1.61M	–	227
2022 Q3	$1.61M	Buy	40,305 +1,816	+5%	+$75.1K	0.15%	106
2022 Q2	$1.56M	Sell	38,489 -1,461	-4%	-$61.8K	0.14%	112
2022 Q1	$1.76M	Buy	39,950 +4,836	+14%	+$214K	0.13%	114
2021 Q4	$1.59M	Buy	35,114 +5,114	+17%	+$232K	0.11%	124
2021 Q3	$1.37M	Sell	30,000 -9,059	-23%	-$414K	0.11%	123
2021 Q2	$1.8M	Buy	39,059 +28,787	+280%	+$1.32M	0.15%	106
2021 Q1	$471K	Buy	+10,272	New	+$468K	0.04%	175