Perigon Wealth Management’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
Q3 | $2.25M | Buy |
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2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $266K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $16K | Buy |
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