Client 1st Advisory Group’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 | – | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $736K | Buy |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $969K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.92M | Sell |
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|
2021
Q1 | $4.7M | Sell |
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|
2020
Q4 | $5.84M | Buy |
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|
2020
Q3 | $5.49M | Buy |
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|
2020
Q2 | $4.07M | Buy |
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|
2020
Q1 | $1.83M | Buy |
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