Cherry Tree Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-132
| Closed | -$5.61K | – | 729 |
|
|
2025
Q1 | $5.61K | Sell |
132
-488
| -79% | -$20.8K | ﹤0.01% | 513 |
|
|
2024
Q4 | $26.4K | Buy |
620
+132
| +27% | +$5.63K | 0.01% | 305 |
|
|
2024
Q3 | $21.2K | Hold |
488
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $20.6K | Hold |
488
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $20.8K | Hold |
488
| – | – | 0.01% | 315 |
|
|
2023
Q4 | $20.6K | Hold |
488
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $20K | Hold |
488
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $20.2K | Buy |
+488
| New | +$20.2K | 0.01% | 288 |
|