KSWA
Kathleen S. Wright Associates’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 | $230K | Sell |
5,321
-71
| -1% | -$3.06K | 0.09% | 104 |
|
|
2025
Q1 | $229K | Hold |
5,392
| – | – | 0.09% | 105 |
|
|
2024
Q4 | $230K | Sell |
5,392
-4,430
| -45% | -$189K | 0.1% | 107 |
|
|
2024
Q3 | $426K | Hold |
9,822
| – | – | 0.18% | 79 |
|
|
2024
Q2 | $414K | Buy |
9,822
+135
| +1% | +$5.7K | 0.19% | 80 |
|
|
2024
Q1 | $412K | Buy |
9,687
+590
| +6% | +$25.1K | 0.19% | 79 |
|
|
2023
Q4 | $384K | Hold |
9,097
| – | – | 0.2% | 79 |
|
|
2023
Q3 | $373K | Buy |
9,097
+175
| +2% | +$7.18K | 0.21% | 76 |
|
|
2023
Q2 | $370K | Hold |
8,922
| – | – | 0.24% | 66 |
|
|
2023
Q1 | $372K | Buy |
8,922
+150
| +2% | +$6.25K | 0.24% | 69 |
|
|
2022
Q4 | $359K | Sell |
8,772
-1,965
| -18% | -$80.4K | 0.24% | 73 |
|
|
2022
Q3 | $429K | Buy |
10,737
+370
| +4% | +$14.8K | 0.35% | 63 |
|
|
2022
Q2 | $420K | Hold |
10,367
| – | – | 0.35% | 62 |
|
|
2022
Q1 | $456K | Buy |
10,367
+3
| +0% | +$132 | 0.33% | 60 |
|
|
2021
Q4 | $470K | Buy |
+10,364
| New | +$470K | 0.35% | 62 |
|