Etesian Wealth Advisors’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 | $2.48M | Buy |
57,390
+8,155
| +17% | +$352K | 0.92% | 27 |
|
|
2025
Q1 | $2.09M | Buy |
49,235
+7,206
| +17% | +$306K | 0.9% | 29 |
|
|
2024
Q4 | $1.79M | Buy |
42,029
+3,256
| +8% | +$139K | 0.79% | 32 |
|
|
2024
Q3 | $1.68M | Buy |
38,773
+718
| +2% | +$31.2K | 0.76% | 35 |
|
|
2024
Q2 | $1.61M | Sell |
38,055
-4,446
| -10% | -$188K | 0.9% | 33 |
|
|
2024
Q1 | $1.81M | Buy |
42,501
+692
| +2% | +$29.4K | 1.04% | 30 |
|
|
2023
Q4 | $1.77M | Buy |
41,809
+2,323
| +6% | +$98.4K | 1.06% | 26 |
|
|
2023
Q3 | $1.62M | Sell |
39,486
-2,113
| -5% | -$86.7K | 1.09% | 29 |
|
|
2023
Q2 | $1.72M | Buy |
41,599
+990
| +2% | +$41K | 1.13% | 28 |
|
|
2023
Q1 | $1.69M | Sell |
40,609
-4,209
| -9% | -$175K | 1.13% | 32 |
|
|
2022
Q4 | $1.83M | Buy |
+44,818
| New | +$1.83M | 1.33% | 25 |
|