Laurel Wealth Advisors (North Carolina)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,940
| Closed | -$82.5K | – | 717 |
|
|
2025
Q1 | $82.5K | Hold |
1,940
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $82.7K | Hold |
1,940
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $84.2K | Buy |
+1,940
| New | +$84.2K | 0.01% | 252 |
|
|
2022
Q2 | – | Sell |
-29
| Closed | -$1K | – | 686 |
|
|
2022
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 578 |
|
|
2020
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 517 |
|