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Vantage Financial Partners (Wisconsin)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,866
Closed -$210K – 221
2025
Q2 		$210K Sell
4,866
-7,634
-61% -$323K 0.05% 192
2025
Q1 		$531K Buy
12,500
+267
+2% +$11.5K 0.13% 99
2024
Q4 		$521K Buy
12,233
+1,318
+12% +$56.6K 0.13% 99
2024
Q3 		$474K Buy
10,915
+1,715
+19% +$73.3K 0.12% 109
2024
Q2 		$388K Buy
9,200
+772
+9% +$32.5K 0.1% 97
2024
Q1 		$359K Buy
8,428
+782
+10% +$33.1K 0.1% 100
2023
Q4 		$323K Buy
7,646
+979
+15% +$40.4K 0.09% 98
2023
Q3 		$274K Buy
+6,667
New +$275K 0.11% 63
2023
Q2 		– Sell
-7,794
Closed -$325K – 102
2023
Q1 		$325K Buy
+7,794
New +$323K 0.13% 61

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