HCR 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
Q3 | $2.11M | Buy |
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|
2025
Q2 | $2.11M | Sell |
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|
2025
Q1 | $2.17M | Hold |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $6.74M | Buy |
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|
2021
Q4 | $6.94M | Buy |
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|
2021
Q3 | $6.85M | Buy |
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|
2021
Q2 | $5.79M | Buy |
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|
2021
Q1 | $943K | Buy |
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|
2020
Q4 | $305K | Buy |
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