Carson Wealth (CWM LLC)’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 | $4.73M | Buy |
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|
2025
Q2 | $3.97M | Buy |
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|
2025
Q1 | $3.74M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $121M | Buy |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $4.07M | Buy |
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|
2022
Q1 | $705K | Sell |
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|
2021
Q4 | $841K | Buy |
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|
2021
Q2 | $468K | Hold |
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|
2021
Q1 | $468K | Hold |
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|
2020
Q4 | $468K | Hold |
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|
2020
Q3 | $468K | Hold |
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|
2020
Q2 | $468K | Hold |
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|
2020
Q1 | $468K | Hold |
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|
2019
Q4 | $468K | Hold |
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|
2019
Q3 | $468K | Hold |
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|
2019
Q2 | $468K | Hold |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $14K | Buy |
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