Core Wealth Advisors (Florida)’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 | $361K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $67.8K | Hold |
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|
2023
Q4 | $67.3K | Sell |
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|
2023
Q3 | $67K | Hold |
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|
2023
Q2 | $67.6K | Sell |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $4.08M | Sell |
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|
2022
Q1 | $6.24M | Buy |
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|
2021
Q4 | $6.26M | Buy |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | $6.06M | Buy |
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