Heritage Wealth Management (Arizona)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SHYG Stock Details SHYG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$981K	Buy
2024 Q1	$521K	Buy
2023 Q4	$504K	Buy
2022 Q4	$1.34M	Buy
2022 Q3	$674K	Buy
2022 Q2	$634K	Buy
2022 Q1	$116K	Buy
2021 Q3	$270K	Sell
2021 Q2	$437K	Sell
2021 Q1	$806K	Buy