AWA
Aaron Wealth Advisors’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,649
| Closed | -$208K | – | 490 |
|
|
2024
Q4 | $208K | Hold |
4,649
| – | – | 0.02% | 430 |
|
|
2024
Q3 | $212K | Hold |
4,649
| – | – | 0.03% | 400 |
|
|
2024
Q2 | $205K | Hold |
4,649
| – | – | 0.03% | 312 |
|
|
2024
Q1 | $207K | Sell |
4,649
-563
| -11% | -$25.1K | 0.03% | 290 |
|
|
2023
Q4 | $231K | Hold |
5,212
| – | – | 0.04% | 221 |
|
|
2023
Q3 | $224K | Hold |
5,212
| – | – | 0.03% | 232 |
|
|
2023
Q2 | $226K | Buy |
5,212
+560
| +12% | +$24.3K | 0.03% | 233 |
|
|
2023
Q1 | $203K | Buy |
+4,652
| New | +$203K | 0.03% | 243 |
|
|
2022
Q4 | – | Sell |
-4,955
| Closed | -$206K | – | 272 |
|
|
2022
Q3 | $206K | Sell |
4,955
-1,155
| -19% | -$48K | 0.04% | 209 |
|
|
2022
Q2 | $258K | Sell |
6,110
-274,552
| -98% | -$11.6M | 0.06% | 162 |
|
|
2022
Q1 | $6.11M | Buy |
+280,662
| New | +$6.11M | 0.08% | 112 |
|