Endowment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
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2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $963K | Buy |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $277K | Buy |
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