Montecito Bank & Trust’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 | $827K | Buy |
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|
2025
Q1 | $864K | Hold |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $894K | Hold |
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|
2024
Q2 | $869K | Hold |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $2.59M | Sell |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $3.62M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q3 | $5.59M | Buy |
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|
2021
Q2 | $4.74M | Buy |
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|
2021
Q1 | $4.22M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $580K | Sell |
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|
2020
Q2 | $700K | Sell |
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|
2020
Q1 | $1.62M | Buy |
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