Beacon Financial Advisory’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 | $310K | Sell |
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2025
Q2 | $351K | Sell |
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2025
Q1 | $350K | Sell |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $478K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $327K | Buy |
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