CLA (CliftonLarsonAllen) Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $628K | Hold |
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2025
Q4 | $636K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $1.55M | Sell |
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2021
Q3 | $2.78M | Sell |
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2021
Q2 | $2.93M | Buy |
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2021
Q1 | $2.73M | Sell |
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2020
Q4 | $3.63M | Buy |
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2020
Q3 | $3.43M | Buy |
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2020
Q2 | $3.27M | Buy |
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2019
Q4 | $6.05M | Buy |
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