Level Financial Advisors’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
$5M Buy
2025
Q2
$4.83M Sell
2025
Q1
$5.09M Buy
2024
Q4
$5.05M Sell
2024
Q3
$5.32M Buy
2024
Q2
$4.92M Buy
2024
Q1
$4.71M Buy
2023
Q4
$4.45M Buy
2023
Q3
$4.14M Buy
2023
Q2
$4.11M Buy
2023
Q1
$3.79M Buy
2022
Q4
$3.34M Buy
2022
Q3
$3.08M Buy
2022
Q2
$2.65M Buy
2022
Q1
$2.62M Buy
2021
Q4
$2.18M Buy