Wells Financial 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
2026 Q1	$26.9K	Sell	635 -1,500	-70%	-$64K	0.12%	45
2025 Q4	$91.5K	Hold	2,135	–	–	0.17%	46
2025 Q3	$92.4K	Hold	2,135	–	–	0.12%	53
2025 Q2	$92.1K	Hold	2,135	–	–	0.13%	51
2025 Q1	$90.8K	Buy	2,135 +480	+29%	+$20.6K	0.13%	49
2024 Q4	$70.5K	Hold	1,655	–	–	0.1%	56
2024 Q3	$71.9K	Hold	1,655	–	–	0.1%	56
2024 Q2	$69.8K	Hold	1,655	–	–	0.05%	65
2024 Q1	$70.4K	Hold	1,655	–	–	0.05%	54
2023 Q4	$69.9K	Sell	1,655 -500	-23%	-$20.6K	0.05%	48
2023 Q3	$88.4K	Hold	2,155	–	–	0.07%	47
2023 Q2	$89.3K	Sell	2,155 -25,455	-92%	-$1.05M	0.07%	48
2023 Q1	$1.15M	Sell	27,610 -1,350	-5%	-$55.9K	0.92%	21
2022 Q4	$1.18M	Buy	+28,960	New	+$1.18M	0.98%	20