Thrive Capital Management (Pennsylvania)’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	$2.04M	Sell	48,227 -6,064	-11%	-$259K	0.45%	86
2025 Q4	$2.33M	Sell	54,291 -10,323	-16%	-$443K	0.52%	81
2025 Q3	$2.8M	Sell	64,614 -493	-0.8%	-$21.2K	0.72%	57
2025 Q2	$2.81M	Buy	+65,107	New	+$2.75M	0.88%	48
2025 Q1	–	Sell	-88,554	Closed	-$3.77M	–	133
2024 Q4	$3.77M	Sell	88,554 -30,286	-25%	-$1.3M	1.73%	14
2024 Q3	$5.16M	Sell	118,840 -8,097	-6%	-$346K	2.43%	2
2024 Q2	$5.36M	Buy	+126,937	New	+$5.34M	2.45%	3
2024 Q1	–	Sell	-189,982	Closed	-$8.02M	–	189
2023 Q4	$8.02M	Sell	189,982 -24,441	-11%	-$1.01M	4.29%	4
2023 Q3	$8.8M	Buy	214,423 +6,933	+3%	+$286K	4.88%	4
2023 Q2	$8.6M	Sell	207,490 -3,963	-2%	-$163K	4.91%	4
2023 Q1	$8.74M	Buy	211,453 +2,992	+1%	+$124K	5.51%	2
2022 Q4	$8.52M	Sell	208,461 -26,390	-11%	-$1.08M	5.57%	2
2022 Q3	$9.38M	Buy	234,851 +2,338	+1%	+$96.7K	6.35%	2
2022 Q2	$9.43M	Sell	232,513 -37,241	-14%	-$1.58M	6.53%	2
2022 Q1	$11.9M	Buy	269,754 +49,465	+22%	+$2.19M	7.15%	2
2021 Q4	$9.98M	Buy	220,289 +49,614	+29%	+$2.25M	6.5%	2
2021 Q3	$7.8M	Buy	170,675 +21,949	+15%	+$1M	5.76%	2
2021 Q2	$6.85M	Buy	148,726 +22,904	+18%	+$1.05M	5.33%	1
2021 Q1	$5.76M	Buy	125,822 +12,845	+11%	+$585K	5.39%	2
2020 Q4	$5.13M	Buy	+112,977	New	+$5.05M	5.46%	2