HWA
HCR Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
48,820
-2,188
| -4% | -$94.4K | 0.25% | 65 |
|
|
2025
Q1 | $2.17M | Hold |
51,008
| – | – | 0.28% | 58 |
|
|
2024
Q4 | $2.17M | Buy |
51,008
+1,000
| +2% | +$42.6K | 0.27% | 61 |
|
|
2024
Q3 | $2.17M | Sell |
50,008
-40
| -0.1% | -$1.74K | 0.28% | 58 |
|
|
2024
Q2 | $2.11M | Sell |
50,048
-665
| -1% | -$28.1K | 0.3% | 56 |
|
|
2024
Q1 | $2.16M | Sell |
50,713
-110
| -0.2% | -$4.68K | 0.33% | 54 |
|
|
2023
Q4 | $2.15M | Buy |
50,823
+11,221
| +28% | +$474K | 0.34% | 52 |
|
|
2023
Q3 | $1.62M | Sell |
39,602
-1,690
| -4% | -$69.3K | 0.36% | 53 |
|
|
2023
Q2 | $1.71M | Buy |
41,292
+65
| +0.2% | +$2.69K | 0.32% | 62 |
|
|
2023
Q1 | $1.72M | Sell |
41,227
-272
| -0.7% | -$11.3K | 0.34% | 63 |
|
|
2022
Q4 | $1.7M | Sell |
41,499
-1,201
| -3% | -$49.1K | 0.36% | 60 |
|
|
2022
Q3 | $1.71M | Sell |
42,700
-6,785
| -14% | -$271K | 0.36% | 60 |
|
|
2022
Q2 | $2.01M | Sell |
49,485
-103,766
| -68% | -$4.21M | 0.4% | 54 |
|
|
2022
Q1 | $6.74M | Buy |
153,251
+107
| +0.1% | +$4.7K | 1.1% | 13 |
|
|
2021
Q4 | $6.94M | Buy |
153,144
+3,265
| +2% | +$148K | 1.08% | 13 |
|
|
2021
Q3 | $6.85M | Buy |
149,879
+24,211
| +19% | +$1.11M | 1.14% | 13 |
|
|
2021
Q2 | $5.79M | Buy |
125,668
+105,089
| +511% | +$4.84M | 1% | 18 |
|
|
2021
Q1 | $943K | Buy |
20,579
+13,869
| +207% | +$636K | 0.19% | 96 |
|
|
2020
Q4 | $305K | Buy |
+6,710
| New | +$305K | 0.06% | 144 |
|