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
Q2
Sell
2025
Q1
$103K Sell
2024
Q4
$105K Sell
2024
Q3
$175K Sell
2024
Q2
$173K Buy
2024
Q1
$116K Buy
2023
Q2
Sell
2023
Q1
$35.2K Sell
2022
Q4
$220K Buy
2022
Q3
$171K Buy
2022
Q2
$4K Buy