CWA
Canvas Wealth Advisors’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 | $1.42M | Buy |
32,988
+4,467
| +16% | +$192K | 0.28% | 55 |
|
|
2025
Q1 | $1.19M | Sell |
28,521
-1,868
| -6% | -$78K | 0.31% | 58 |
|
|
2024
Q4 | $1.29M | Buy |
30,389
+4,356
| +17% | +$186K | 0.33% | 51 |
|
|
2024
Q3 | $1.13M | Buy |
26,033
+1,703
| +7% | +$73.9K | 0.31% | 51 |
|
|
2024
Q2 | $1.04M | Buy |
24,330
+650
| +3% | +$27.7K | 0.32% | 49 |
|
|
2024
Q1 | $987K | Buy |
23,680
+6,720
| +40% | +$280K | 0.33% | 47 |
|
|
2023
Q4 | $720K | Buy |
16,960
+934
| +6% | +$39.6K | 0.26% | 53 |
|
|
2023
Q3 | $645K | Buy |
16,026
+1,002
| +7% | +$40.3K | 0.26% | 55 |
|
|
2023
Q2 | $624K | Sell |
15,024
-349
| -2% | -$14.5K | 0.23% | 60 |
|
|
2023
Q1 | $637K | Buy |
+15,373
| New | +$637K | 0.27% | 61 |
|