Cyndeo Wealth Partners’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
Q1 | – | Sell |
-8,678
| Closed | -$370K | – | 473 |
|
|
2024
Q4 | $370K | Hold |
8,678
| – | – | 0.03% | 340 |
|
|
2024
Q3 | $377K | Sell |
8,678
-179
| -2% | -$7.77K | 0.03% | 333 |
|
|
2024
Q2 | $374K | Sell |
8,857
-22,943
| -72% | -$968K | 0.03% | 307 |
|
|
2024
Q1 | $1.35M | Sell |
31,800
-15,500
| -33% | -$660K | 0.11% | 179 |
|
|
2023
Q4 | $2M | Sell |
47,300
-30,319
| -39% | -$1.28M | 0.18% | 140 |
|
|
2023
Q3 | $3.18M | Hold |
77,619
| – | – | 0.33% | 99 |
|
|
2023
Q2 | $3.22M | Buy |
77,619
+30
| +0% | +$1.24K | 0.34% | 97 |
|
|
2023
Q1 | $3.23M | Buy |
77,589
+47,066
| +154% | +$1.96M | 0.35% | 93 |
|
|
2022
Q4 | $1.25M | Buy |
+30,523
| New | +$1.25M | 0.15% | 151 |
|