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
2025
Q4
$636K Buy
2022
Q1
Sell
2021
Q4
$1.55M Sell
2021
Q3
$2.78M Sell
2021
Q2
$2.93M Buy
2021
Q1
$2.73M Sell
2020
Q4
$3.63M Buy
2020
Q3
$3.43M Buy
2020
Q2
$3.27M Buy
2019
Q4
$6.05M Buy