Kathleen S. Wright Associates’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 | $243K | Buy |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $229K | Hold |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $470K | Buy |
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