Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $4.67M | Sell |
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|
2022
Q3 | $6.02M | Buy |
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|
2022
Q2 | $5.19M | Buy |
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|
2022
Q1 | $4.95M | Buy |
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|
2021
Q4 | $4.71M | Buy |
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|
2021
Q3 | $4.08M | Buy |
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|
2021
Q2 | $3.43M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $2.41M | Buy |
|