B. Riley Wealth Advisors’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 | $202K | Buy |
+4,682
| New | +$202K | 0.01% | 870 |
|
|
2024
Q4 | $266K | Sell |
6,246
-3,338
| -35% | -$142K | 0.01% | 917 |
|
|
2024
Q3 | $415K | Sell |
9,584
-1,499
| -14% | -$65K | 0.01% | 818 |
|
|
2024
Q2 | $468K | Sell |
11,083
-9,148
| -45% | -$386K | 0.01% | 848 |
|
|
2024
Q1 | $830K | Buy |
20,231
+3,575
| +21% | +$147K | 0.02% | 591 |
|
|
2023
Q4 | $703K | Sell |
16,656
-3,575
| -18% | -$151K | 0.02% | 657 |
|
|
2023
Q3 | $830K | Sell |
20,231
-3,100
| -13% | -$127K | 0.02% | 591 |
|
|
2023
Q2 | $967K | Sell |
23,331
-557
| -2% | -$23.1K | 0.02% | 583 |
|
|
2023
Q1 | $996K | Sell |
23,888
-93,448
| -80% | -$3.89M | 0.03% | 539 |
|
|
2022
Q4 | $4.8M | Buy |
117,336
+100,493
| +597% | +$4.11M | 0.13% | 172 |
|
|
2022
Q3 | $673K | Sell |
16,843
-11,146
| -40% | -$445K | 0.02% | 652 |
|
|
2022
Q2 | $1.14M | Buy |
27,989
+1,735
| +7% | +$70.4K | 0.05% | 382 |
|
|
2022
Q1 | $1.16M | Sell |
26,254
-209
| -0.8% | -$9.2K | 0.04% | 443 |
|
|
2021
Q4 | $1.2M | Buy |
26,463
+6,016
| +29% | +$273K | 0.03% | 474 |
|
|
2021
Q3 | $935K | Sell |
20,447
-6,320
| -24% | -$289K | 0.03% | 541 |
|
|
2021
Q2 | $1.23M | Sell |
26,767
-2,100
| -7% | -$96.7K | 0.04% | 451 |
|
|
2021
Q1 | $1.32M | Sell |
28,867
-62,487
| -68% | -$2.86M | 0.05% | 409 |
|
|
2020
Q4 | $4.15M | Buy |
91,354
+6,476
| +8% | +$294K | 0.22% | 105 |
|
|
2020
Q3 | $3.73M | Buy |
84,878
+6,885
| +9% | +$303K | 0.2% | 117 |
|
|
2020
Q2 | $3.35M | Buy |
77,993
+6,479
| +9% | +$278K | 0.22% | 110 |
|
|
2020
Q1 | $2.92M | Buy |
71,514
+54,238
| +314% | +$2.22M | 0.25% | 98 |
|
|
2019
Q4 | $803K | Buy |
17,276
+4,262
| +33% | +$198K | 0.07% | 280 |
|
|
2019
Q3 | $606K | Buy |
13,014
+4,728
| +57% | +$220K | 0.06% | 339 |
|
|
2019
Q2 | $387K | Buy |
8,286
+179
| +2% | +$8.36K | 0.04% | 473 |
|
|
2019
Q1 | $379K | Buy |
8,107
+1,608
| +25% | +$75.2K | 0.05% | 418 |
|
|
2018
Q4 | $290K | Buy |
6,499
+1,587
| +32% | +$70.8K | 0.04% | 449 |
|
|
2018
Q3 | $232K | Buy |
+4,912
| New | +$232K | 0.03% | 594 |
|