New Wave Wealth Advisors’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
Q1
Sell
-509
Closed -$21.7K 578
2024
Q4
$21.7K Buy
+509
New +$21.7K 0.01% 269
2024
Q3
Sell
-83,756
Closed -$3.53M 163
2024
Q2
$3.53M Buy
+83,756
New +$3.53M 1.9% 13