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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.2K | Hold |
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2025
Q2 | $15.1K | Hold |
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2025
Q1 | $14.9K | Hold |
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|
2024
Q4 | $14.9K | Hold |
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|
2024
Q3 | $15.2K | Hold |
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|
2024
Q2 | $14.8K | Sell |
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|
2024
Q1 | $34K | Sell |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $996K | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.56M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $136K | Sell |
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|
2019
Q1 | $997K | Buy |
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