Foundations Investment 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 | $2.37M | Sell |
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2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $7.02M | Buy |
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|
2023
Q2 | $6.11M | Sell |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $5.57M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $997K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $924K | Buy |
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|
2020
Q2 | $456K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $362K | Buy |
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