Trademark Financial Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,223
Closed -$520K 90
2024
Q1
$520K Sell
12,223
-252
-2% -$10.7K 0.43% 52
2023
Q4
$527K Buy
+12,475
New +$527K 0.39% 58