Corient Private Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
18,870
-11,479
| -38% | -$495K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $1.29M | Buy |
30,349
+961
| +3% | +$40.9K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $1.25M | Sell |
29,388
-122,403
| -81% | -$5.22M | ﹤0.01% | 1215 |
|
|
2024
Q3 | $6.59M | Buy |
151,791
+14,444
| +11% | +$627K | 0.01% | 657 |
|
|
2024
Q2 | $5.8M | Sell |
137,347
-1,397
| -1% | -$59K | 0.01% | 669 |
|
|
2024
Q1 | $5.9M | Buy |
138,744
+484
| +0.4% | +$20.6K | 0.01% | 669 |
|
|
2023
Q4 | $5.84M | Buy |
138,260
+133,035
| +2,546% | +$5.62M | 0.01% | 660 |
|
|
2023
Q3 | $214K | Hold |
5,225
| – | – | ﹤0.01% | 1882 |
|
|
2023
Q2 | $217K | Sell |
5,225
-61
| -1% | -$2.53K | ﹤0.01% | 1829 |
|
|
2023
Q1 | $220K | Buy |
+5,286
| New | +$220K | ﹤0.01% | 1745 |
|