MLA
My Legacy Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Buy |
171,103
+6,505
| +4% | +$279K | 2.61% | 6 |
|
|
2025
Q1 | $7M | Buy |
164,598
+7,749
| +5% | +$329K | 2.7% | 6 |
|
|
2024
Q4 | $6.74M | Buy |
156,849
+6,570
| +4% | +$282K | 2.62% | 7 |
|
|
2024
Q3 | $6.53M | Sell |
150,279
-22,802
| -13% | -$990K | 2.58% | 7 |
|
|
2024
Q2 | $7.3M | Buy |
173,081
+15,888
| +10% | +$670K | 2.33% | 8 |
|
|
2024
Q1 | $6.69M | Buy |
157,193
+3,360
| +2% | +$143K | 2.24% | 7 |
|
|
2023
Q4 | $6.53M | Buy |
153,833
+2,316
| +2% | +$98.2K | 2.36% | 7 |
|
|
2023
Q3 | $6.09M | Buy |
151,517
+11,838
| +8% | +$476K | 2.48% | 7 |
|
|
2023
Q2 | $5.82M | Buy |
139,679
+17,438
| +14% | +$727K | 2.29% | 7 |
|
|
2023
Q1 | $5.04M | Sell |
122,241
-5,599
| -4% | -$231K | 2.16% | 6 |
|
|
2022
Q4 | $5.36M | Buy |
+127,840
| New | +$5.36M | 2.29% | 5 |
|