EverSource Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,417
| Closed | -$103K | – | 4341 |
|
|
2025
Q1 | $103K | Sell |
2,417
-59
| -2% | -$2.51K | 0.01% | 898 |
|
|
2024
Q4 | $105K | Sell |
2,476
-1,564
| -39% | -$66.6K | 0.01% | 887 |
|
|
2024
Q3 | $175K | Sell |
4,040
-15
| -0.4% | -$651 | 0.01% | 603 |
|
|
2024
Q2 | $173K | Buy |
4,055
+1,282
| +46% | +$54.8K | 0.01% | 609 |
|
|
2024
Q1 | $116K | Buy |
+2,773
| New | +$116K | 0.01% | 654 |
|
|
2023
Q2 | – | Sell |
-845
| Closed | -$35.2K | – | 2604 |
|
|
2023
Q1 | $35.2K | Sell |
845
-4,524
| -84% | -$189K | ﹤0.01% | 907 |
|
|
2022
Q4 | $220K | Buy |
5,369
+1,072
| +25% | +$43.8K | 0.03% | 340 |
|
|
2022
Q3 | $171K | Buy |
4,297
+4,200
| +4,330% | +$167K | 0.04% | 324 |
|
|
2022
Q2 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 1345 |
|