Mount Yale Investment 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 | – | Sell |
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|
2025
Q2 | $197K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $199K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $634K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $235K | Buy |
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