Mascoma Wealth Management’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 | $15.1K | Hold |
351
| – | – | ﹤0.01% | 285 |
|
|
2025
Q1 | $14.9K | Hold |
351
| – | – | ﹤0.01% | 291 |
|
|
2024
Q4 | $14.9K | Hold |
351
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $15.2K | Hold |
351
| – | – | ﹤0.01% | 287 |
|
|
2024
Q2 | $14.8K | Sell |
351
-448
| -56% | -$18.9K | ﹤0.01% | 290 |
|
|
2024
Q1 | $34K | Sell |
799
-4,813
| -86% | -$205K | 0.01% | 216 |
|
|
2023
Q4 | $237K | Sell |
5,612
-1,045
| -16% | -$44.1K | 0.07% | 91 |
|
|
2023
Q3 | $273K | Hold |
6,657
| – | – | 0.09% | 83 |
|
|
2023
Q2 | $275K | Sell |
6,657
-8,274
| -55% | -$342K | 0.08% | 82 |
|
|
2023
Q1 | $620K | Sell |
14,931
-9,432
| -39% | -$392K | 0.18% | 57 |
|
|
2022
Q4 | $996K | Sell |
24,363
-3,460
| -12% | -$141K | 0.32% | 45 |
|
|
2022
Q3 | $1.11M | Sell |
27,823
-3,240
| -10% | -$129K | 0.38% | 44 |
|
|
2022
Q2 | $1.26M | Buy |
31,063
+5,397
| +21% | +$219K | 0.43% | 43 |
|
|
2022
Q1 | $1.13M | Sell |
25,666
-19,334
| -43% | -$850K | 0.36% | 49 |
|
|
2021
Q4 | $2.04M | Buy |
45,000
+10,824
| +32% | +$490K | 0.71% | 35 |
|
|
2021
Q3 | $1.56M | Buy |
34,176
+2,797
| +9% | +$128K | 0.61% | 33 |
|
|
2021
Q2 | $1.45M | Buy |
31,379
+8,045
| +34% | +$370K | 0.62% | 32 |
|
|
2021
Q1 | $1.07M | Buy |
+23,334
| New | +$1.07M | 0.46% | 38 |
|
|
2019
Q3 | – | Sell |
-2,904
| Closed | -$136K | – | 290 |
|
|
2019
Q2 | $136K | Sell |
2,904
-18,438
| -86% | -$863K | 0.09% | 97 |
|
|
2019
Q1 | $997K | Buy |
+21,342
| New | +$997K | 0.67% | 25 |
|