AWM
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AllSquare Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

AllSquare Wealth Management’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$639 – 551
2024
Q4 		$639 Hold
15
– – ﹤0.01% 495
2024
Q3 		$651 Hold
15
– – ﹤0.01% 499
2024
Q2 		$633 Hold
15
– – ﹤0.01% 493
2024
Q1 		$638 Hold
15
– – ﹤0.01% 492
2023
Q4 		$633 Hold
15
– – ﹤0.01% 494
2023
Q3 		$615 Hold
15
– – ﹤0.01% 500
2023
Q2 		$617 Hold
15
– – ﹤0.01% 515
2023
Q1 		$625 Buy
+15
New +$621 ﹤0.01% 508

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GC
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JSTA
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Commonwealth Equity Services
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Morgan Stanley
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Envestnet Asset Management
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State of New Jersey Common Pension Fund D
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