Omega Financial Group’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
Q2 | $356K | Buy |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $372K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $518K | Hold |
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|
2020
Q2 | $506K | Buy |
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