First Foundation 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 | $364K | Sell |
|
|||||
|
2025
Q2 | $960K | Hold |
|
|||||
|
2025
Q1 | $946K | Sell |
|
|||||
|
2024
Q4 | $988K | Sell |
|
|||||
|
2024
Q3 | $1.07M | Hold |
|
|||||
|
2024
Q2 | $1.04M | Sell |
|
|||||
|
2024
Q1 | $1.17M | Sell |
|
|||||
|
2023
Q4 | $1.42M | Sell |
|
|||||
|
2023
Q3 | $1.59M | Sell |
|
|||||
|
2023
Q2 | $1.86M | Sell |
|
|||||
|
2023
Q1 | $3.03M | Sell |
|
|||||
|
2022
Q4 | $4.26M | Sell |
|
|||||
|
2022
Q3 | $6.05M | Sell |
|
|||||
|
2022
Q2 | $7.4M | Sell |
|
|||||
|
2022
Q1 | $9.19M | Sell |
|
|||||
|
2021
Q4 | $21.5M | Buy |
|
|||||
|
2021
Q3 | $16.1M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $233K | Sell |
|
|||||
|
2019
Q4 | $290K | Sell |
|
|||||
|
2019
Q3 | $435K | Buy |
|