Corient Private Wealth
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Corient Private Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Corient Private Wealth’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$814K Sell
2025
Q1 		$1.29M Buy
2024
Q4 		$1.25M Sell
2024
Q3 		$6.59M Buy
2024
Q2 		$5.8M Sell
2024
Q1 		$5.9M Buy
2023
Q4 		$5.84M Buy
2023
Q3 		$214K Hold
2023
Q2 		$217K Sell
2023
Q1 		$220K Buy