Vertex Planning Partners’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
2023
Q1
Sell
-6,475
Closed -$265K 144
2022
Q4
$265K Buy
+6,475
New +$265K 0.1% 119