Baker Tilly Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $476K | Buy |
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|
2025
Q2 | $320K | Sell |
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2025
Q1 | $395K | Sell |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $733K | Sell |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $653K | Buy |
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