GeoWealth Management’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 | $1.96M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $145K | Sell |
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|
2024
Q3 | $6.85M | Sell |
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|
2024
Q2 | $7.75M | Buy |
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|
2024
Q1 | $5.61M | Buy |
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|
2023
Q4 | $4.49M | Buy |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $2.98M | Sell |
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|
2022
Q4 | $3.11M | Sell |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $5.83M | Buy |
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|
2022
Q1 | $4.74M | Buy |
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|
2021
Q4 | $989K | Buy |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $224K | Buy |
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