OneDigital 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
Q2 | $10.8M | Sell |
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2025
Q1 | $11.5M | Sell |
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2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $14.5M | Sell |
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|
2024
Q1 | $14.7M | Buy |
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|
2023
Q4 | $12.6M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $10.7M | Sell |
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|
2022
Q4 | $20.6M | Buy |
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|
2022
Q3 | $867K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $343K | Buy |
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