Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $130K | Sell |
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|
2022
Q1 | $160K | Sell |
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|
2021
Q4 | $167K | Buy |
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|
2021
Q3 | $149K | Buy |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $152K | Sell |
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|
2020
Q4 | $958K | Sell |
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|
2020
Q3 | $955K | Buy |
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|
2020
Q2 | $890K | Buy |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $22K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $5K | Buy |
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