Colonial Trust 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
Q2 | $88.4K | Sell |
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2025
Q1 | $98.9K | Hold |
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|
2024
Q4 | $99.1K | Sell |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $104K | Sell |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $115K | Sell |
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|
2023
Q1 | $120K | Sell |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $123K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $274K | Buy |
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