Angeles Wealth Management’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 | $51K | Buy |
+1,183
| New | +$51K | ﹤0.01% | 378 |
|
|
2024
Q1 | – | Sell |
-2,151
| Closed | -$90.8K | – | 307 |
|
|
2023
Q4 | $90.8K | Buy |
2,151
+54
| +3% | +$2.28K | 0.01% | 214 |
|
|
2023
Q3 | $86K | Hold |
2,097
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $86.9K | Buy |
2,097
+189
| +10% | +$7.83K | 0.01% | 196 |
|
|
2023
Q1 | $79.5K | Buy |
1,908
+1,190
| +166% | +$49.6K | 0.01% | 186 |
|
|
2022
Q4 | $29.4K | Hold |
718
| – | – | 0.01% | 197 |
|
|
2022
Q3 | $29K | Buy |
+718
| New | +$29K | 0.01% | 195 |
|