Goldstone Financial Group, LLC Ishares 0 5 Year High Yield CO Transaction History

Goldstone Financial Group, LLC

$845 Billion
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 08, 2025	BUY	$40.82 - $43.14 $93,436 - $98,747	2,289 Added 3.27%	72,235 $3.1 Billion
Q1 2025 Apr 16, 2025	BUY	$42.38 - $43.28 $143,498 - $146,546	3,386 Added 5.09%	69,946 $2.97 Billion
Q4 2024 Jan 14, 2025	BUY	$42.33 - $43.3 $268,837 - $274,998	6,351 Added 10.55%	66,560 $2.84 Billion
Q3 2024 Oct 28, 2024	BUY	$41.95 - $43.42 $2.53 Million - $2.61 Million	60,209 New	60,209 $2.61 Billion
Q2 2024 Jan 15, 2025	BUY	$41.64 - $42.32 $365,765 - $371,738	8,784 Added 13.2%	75,344 $3.18 Billion

Q1 2024 Jan 15, 2025	BUY	$41.98 - $42.63 $237,103 - $240,774	5,648 Added 7.87%	77,449 $3.3 Billion
Q4 2023 Jan 15, 2025	BUY	$40.19 - $42.48 $131,421 - $138,909	3,270 Added 4.77%	71,801 $3.03 Billion
Q3 2023 Jan 15, 2025	SELL	$40.9 - $41.68 $14,274 - $14,546	-349 Reduced 0.51%	68,531 $2.81 Billion
Q2 2023 Jan 15, 2025	BUY	$40.8 - $41.55 $759,369 - $773,328	18,612 Added 37.03%	68,880 $2.86 Billion
Q1 2023 Jan 15, 2025	SELL	$40.65 - $42.2 $662,269 - $687,522	-16,292 Reduced 24.48%	50,268 $2.1 Billion

Others Institutions Holding SHYG

# of Institutions

626

Shares Held

142M

Call Options Held

0

Put Options Held

0

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