Bartlett & Co 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 | $13.4M | Sell |
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2025
Q2 | $13.5M | Sell |
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2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $5.67M | Sell |
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|
2023
Q2 | $5.95M | Sell |
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|
2023
Q1 | $6.25M | Sell |
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|
2022
Q4 | $8.38M | Sell |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $11.7M | Sell |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $8.51M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $795 | Buy |
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