TrueWealth Advisors’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
2025 Q1	–	Sell	-4,700	Closed	-$200K	–	234
2024 Q4	$200K	Hold	4,700	–	–	0.07%	221
2024 Q3	$204K	Buy	+4,700	New	+$201K	0.07%	224
2024 Q2	–	Sell	-4,749	Closed	-$202K	–	232
2024 Q1	$202K	Hold	4,749	–	–	0.08%	204
2023 Q4	$201K	Sell	4,749 -359	-7%	-$14.8K	0.08%	195
2023 Q3	$210K	Hold	5,108	–	–	0.09%	184
2023 Q2	$212K	Sell	5,108 -45	-0.9%	-$1.85K	0.09%	179
2023 Q1	$215K	Sell	5,153 -4,783	-48%	-$198K	0.09%	175
2022 Q4	$406K	Buy	9,936 +4,743	+91%	+$194K	0.18%	95
2022 Q3	$207K	Sell	5,193 -11	-0.2%	-$455	0.1%	156
2022 Q2	$211K	Sell	5,204 -184	-3%	-$7.78K	0.1%	156
2022 Q1	$244K	Hold	5,388	–	–	0.11%	155
2021 Q4	$244K	Hold	5,388	–	–	0.11%	155
2021 Q3	$246K	Sell	5,388 -180	-3%	-$8.23K	0.14%	119
2021 Q2	$256K	Buy	5,568 +262	+5%	+$12K	0.15%	109
2021 Q1	$243K	Buy	5,306 +606	+13%	+$27.6K	0.16%	104
2020 Q4	$213K	Buy	+4,700	New	+$210K	0.18%	79