Lowe Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $117K | Sell |
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|
2024
Q3 | $139K | Sell |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $34.3K | Hold |
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|
2023
Q3 | $33.3K | Hold |
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|
2023
Q2 | $33.7K | Hold |
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|
2023
Q1 | $33.9K | Hold |
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|
2022
Q4 | $33.2K | Hold |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $53K | Sell |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $64K | Sell |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $58K | Buy |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $59K | Buy |
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|
2019
Q2 | $51K | Buy |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $22K | Buy |
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