WealthPlan Investment 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
2023 Q3	–	Sell	-426	Closed	-$17.7K	–	318
2023 Q2	$17.7K	Hold	426	–	–	0.01%	253
2023 Q1	$17.8K	Sell	426 -7,212	-94%	-$301K	﹤0.01%	299
2022 Q4	$317K	Sell	7,638 -5,458	-42%	-$226K	0.02%	305
2022 Q3	$542K	Buy	+13,096	New	+$542K	0.04%	234