Capital Advisors 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 | $336K | Buy |
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2025
Q2 | $329K | Buy |
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2025
Q1 | $318K | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $577K | Sell |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $893K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $281K | Buy |
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