Golden State Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7K | Buy |
525
+10
| +2% | +$431 | ﹤0.01% | 855 |
|
|
2025
Q1 | $21.9K | Sell |
515
-1
| -0.2% | -$43 | ﹤0.01% | 781 |
|
|
2024
Q4 | $22K | Buy |
+516
| New | +$22K | ﹤0.01% | 747 |
|
|
2021
Q1 | – | Sell |
-5,929
| Closed | -$269K | – | 233 |
|
|
2020
Q4 | $269K | Buy |
5,929
+2,089
| +54% | +$94.8K | 0.08% | 195 |
|
|
2020
Q3 | $169K | Sell |
3,840
-1,686
| -31% | -$74.2K | 0.06% | 209 |
|
|
2020
Q2 | $237K | Buy |
5,526
+4,222
| +324% | +$181K | 0.08% | 163 |
|
|
2020
Q1 | $53K | Buy |
+1,304
| New | +$53K | 0.02% | 353 |
|
|
2019
Q4 | – | Sell |
-810
| Closed | -$38K | – | 757 |
|
|
2019
Q3 | $38K | Buy |
810
+325
| +67% | +$15.2K | 0.01% | 486 |
|
|
2019
Q2 | $22K | Hold |
485
| – | – | 0.01% | 605 |
|
|
2019
Q1 | $23K | Buy |
+485
| New | +$23K | 0.01% | 593 |
|