CCIA
Cherry Creek Investment 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 | – | Sell |
-5,490
| Closed | -$233K | – | 122 |
|
|
2025
Q1 | $233K | Sell |
5,490
-471
| -8% | -$20K | 0.12% | 94 |
|
|
2024
Q4 | $254K | Buy |
5,961
+165
| +3% | +$7.03K | 0.12% | 93 |
|
|
2024
Q3 | $252K | Sell |
5,796
-218
| -4% | -$9.47K | 0.13% | 88 |
|
|
2024
Q2 | $254K | Buy |
6,014
+174
| +3% | +$7.34K | 0.13% | 89 |
|
|
2024
Q1 | $248K | Sell |
5,840
-322
| -5% | -$13.7K | 0.13% | 89 |
|
|
2023
Q4 | $260K | Buy |
+6,162
| New | +$260K | 0.16% | 83 |
|
|
2022
Q1 | – | Sell |
-6,487
| Closed | -$294K | – | 112 |
|
|
2021
Q4 | $294K | Sell |
6,487
-95
| -1% | -$4.31K | 0.18% | 77 |
|
|
2021
Q3 | $301K | Buy |
6,582
+729
| +12% | +$33.3K | 0.2% | 80 |
|
|
2021
Q2 | $270K | Buy |
+5,853
| New | +$270K | 0.18% | 88 |
|