EverSource Wealth Advisors’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
Q3 | $4.85K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $103K | Sell |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $175K | Sell |
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|
2024
Q2 | $173K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $35.2K | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $4K | Buy |
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