AWS
Atria Wealth Solutions’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 | $1.59M | Sell |
36,809
-132,514
| -78% | -$5.71M | 0.04% | 481 |
|
|
2025
Q1 | $7.2M | Sell |
169,323
-22,036
| -12% | -$937K | 0.09% | 244 |
|
|
2024
Q4 | $8.15M | Buy |
191,359
+4,249
| +2% | +$181K | 0.09% | 230 |
|
|
2024
Q3 | $8.12M | Sell |
187,110
-41,964
| -18% | -$1.82M | 0.09% | 236 |
|
|
2024
Q2 | $9.67M | Buy |
229,074
+64,613
| +39% | +$2.73M | 0.11% | 192 |
|
|
2024
Q1 | $7M | Buy |
164,461
+34,535
| +27% | +$1.47M | 0.08% | 259 |
|
|
2023
Q4 | $5.49M | Buy |
129,926
+18,822
| +17% | +$795K | 0.07% | 290 |
|
|
2023
Q3 | $4.56M | Buy |
111,104
+5,127
| +5% | +$210K | 0.06% | 313 |
|
|
2023
Q2 | $4.39M | Sell |
105,977
-5,107
| -5% | -$212K | 0.06% | 323 |
|
|
2023
Q1 | $4.63M | Sell |
111,084
-282,480
| -72% | -$11.8M | 0.07% | 284 |
|
|
2022
Q4 | $16.1M | Buy |
393,564
+293,260
| +292% | +$12M | 0.26% | 90 |
|
|
2022
Q3 | $4.01M | Sell |
100,304
-14,850
| -13% | -$593K | 0.07% | 280 |
|
|
2022
Q2 | $4.67M | Buy |
115,154
+25,025
| +28% | +$1.01M | 0.09% | 233 |
|
|
2022
Q1 | $3.96M | Buy |
+90,129
| New | +$3.96M | 0.07% | 301 |
|