1IA
1834 Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
54,022
+4,725
| +10% | +$204K | 0.3% | 77 |
|
|
2025
Q1 | $2.1M | Buy |
49,297
+9,173
| +23% | +$390K | 0.27% | 81 |
|
|
2024
Q4 | $1.71M | Buy |
40,124
+4,808
| +14% | +$205K | 0.22% | 88 |
|
|
2024
Q3 | $1.53M | Buy |
35,316
+3,888
| +12% | +$169K | 0.18% | 94 |
|
|
2024
Q2 | $1.33M | Buy |
31,428
+329
| +1% | +$13.9K | 0.16% | 103 |
|
|
2024
Q1 | $1.32M | Sell |
31,099
-2,611
| -8% | -$111K | 0.16% | 100 |
|
|
2023
Q4 | $1.42M | Sell |
33,710
-4,362
| -11% | -$184K | 0.17% | 99 |
|
|
2023
Q3 | $1.56M | Sell |
38,072
-4,203
| -10% | -$172K | 0.19% | 100 |
|
|
2023
Q2 | $1.75M | Sell |
42,275
-2,429
| -5% | -$101K | 0.21% | 90 |
|
|
2023
Q1 | $1.86M | Sell |
44,704
-605
| -1% | -$25.2K | 0.22% | 89 |
|
|
2022
Q4 | $1.85M | Sell |
45,309
-2,841
| -6% | -$116K | 0.26% | 74 |
|
|
2022
Q3 | $1.92M | Buy |
48,150
+1,777
| +4% | +$71K | 0.29% | 71 |
|
|
2022
Q2 | $1.88M | Buy |
46,373
+3,898
| +9% | +$158K | 0.26% | 69 |
|
|
2022
Q1 | $1.87M | Buy |
42,475
+6,134
| +17% | +$270K | 0.23% | 82 |
|
|
2021
Q4 | $1.65M | Buy |
36,341
+5,157
| +17% | +$234K | 0.19% | 83 |
|
|
2021
Q3 | $1.43M | Buy |
31,184
+6,617
| +27% | +$302K | 0.17% | 88 |
|
|
2021
Q2 | $1.13M | Buy |
24,567
+7,513
| +44% | +$346K | 0.14% | 103 |
|
|
2021
Q1 | $781K | Buy |
17,054
+9,004
| +112% | +$412K | 0.1% | 108 |
|
|
2020
Q4 | $366K | Sell |
8,050
-141
| -2% | -$6.41K | 0.05% | 151 |
|
|
2020
Q3 | $360K | Sell |
8,191
-1,512
| -16% | -$66.5K | 0.05% | 134 |
|
|
2020
Q2 | $416K | Sell |
9,703
-2,892
| -23% | -$124K | 0.07% | 127 |
|
|
2020
Q1 | $515K | Sell |
12,595
-2,858
| -18% | -$117K | 0.1% | 113 |
|
|
2019
Q4 | $717K | Sell |
15,453
-907
| -6% | -$42.1K | 0.11% | 103 |
|
|
2019
Q3 | $761K | Sell |
16,360
-505
| -3% | -$23.5K | 0.11% | 104 |
|
|
2019
Q2 | $787K | Sell |
16,865
-14,244
| -46% | -$665K | 0.12% | 96 |
|
|
2019
Q1 | $1.45M | Buy |
31,109
+785
| +3% | +$36.7K | 0.22% | 82 |
|
|
2018
Q4 | $1.35M | Sell |
30,324
-257
| -0.8% | -$11.5K | 0.23% | 83 |
|
|
2018
Q3 | $1.44M | Sell |
30,581
-3,136
| -9% | -$148K | 0.21% | 81 |
|
|
2018
Q2 | $1.57M | Buy |
33,717
+5,700
| +20% | +$266K | 0.25% | 76 |
|
|
2018
Q1 | $1.31M | Buy |
28,017
+7,543
| +37% | +$353K | 0.22% | 79 |
|
|
2017
Q4 | $965K | Buy |
20,474
+3,974
| +24% | +$187K | 0.15% | 102 |
|
|
2017
Q3 | $789K | Sell |
16,500
-235
| -1% | -$11.2K | 0.15% | 95 |
|
|
2017
Q2 | $801K | Buy |
+16,735
| New | +$801K | 0.15% | 97 |
|