Alliance Wealth Advisors (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
14,435
+602
| +4% | +$26K | 0.15% | 137 |
|
|
2025
Q1 | $588K | Buy |
13,833
+189
| +1% | +$8.04K | 0.15% | 147 |
|
|
2024
Q4 | $581K | Buy |
13,644
+910
| +7% | +$38.8K | 0.15% | 149 |
|
|
2024
Q3 | $553K | Buy |
12,734
+238
| +2% | +$10.3K | 0.15% | 143 |
|
|
2024
Q2 | $527K | Sell |
12,496
-2,764
| -18% | -$117K | 0.15% | 134 |
|
|
2024
Q1 | $649K | Buy |
15,260
+905
| +6% | +$38.5K | 0.19% | 116 |
|
|
2023
Q4 | $606K | Sell |
14,355
-9,317
| -39% | -$393K | 0.2% | 111 |
|
|
2023
Q3 | $971K | Buy |
23,672
+1,307
| +6% | +$53.6K | 0.36% | 71 |
|
|
2023
Q2 | $927K | Sell |
22,365
-7
| -0% | -$290 | 0.34% | 72 |
|
|
2023
Q1 | $932K | Sell |
22,372
-667
| -3% | -$27.8K | 0.38% | 67 |
|
|
2022
Q4 | $942K | Buy |
+23,039
| New | +$942K | 0.42% | 65 |
|