Sweeney & Michel’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	$14.2M	Buy	334,981 +13,332	+4%	+$569K	4.19%	6
2025 Q4	$13.8M	Buy	321,649 +29,814	+10%	+$1.28M	4.07%	6
2025 Q3	$12.4M	Buy	291,835 +4,177	+1%	+$180K	4.18%	6
2025 Q2	$12.3M	Buy	287,658 +13,541	+5%	+$573K	4.37%	5
2025 Q1	$11.2M	Buy	+274,117	New	+$11.8M	4.9%	5
2024 Q3	$10.2M	Buy	235,703 +10,225	+5%	+$437K	4.01%	6
2024 Q2	$9.52M	Buy	225,478 +4,082	+2%	+$172K	4.06%	6
2024 Q1	$9.33M	Buy	+221,396	New	+$9.37M	4.13%	6
2023 Q3	$7.88M	Buy	191,571 +7,028	+4%	+$290K	4.13%	6
2023 Q2	$7.63M	Buy	184,543 +10,005	+6%	+$412K	3.93%	8
2023 Q1	$7.18M	Buy	+174,538	New	+$7.23M	3.83%	7