Rooted 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
Q2 | $1.92M | Buy |
44,815
+5,749
| +15% | +$246K | 0.66% | 31 |
|
|
2025
Q1 | $1.61M | Buy |
39,066
+2,875
| +8% | +$119K | 0.69% | 27 |
|
|
2024
Q4 | $1.55M | Buy |
36,191
+3,104
| +9% | +$133K | 0.6% | 33 |
|
|
2024
Q3 | $1.42M | Sell |
33,087
-30,079
| -48% | -$1.29M | 0.63% | 31 |
|
|
2024
Q2 | $2.69M | Buy |
63,166
+5,057
| +9% | +$215K | 1.19% | 21 |
|
|
2024
Q1 | $2.45M | Buy |
58,109
+1,615
| +3% | +$68K | 1.21% | 20 |
|
|
2023
Q4 | $2.39M | Buy |
56,494
+9,348
| +20% | +$395K | 1.25% | 20 |
|
|
2023
Q3 | $1.95M | Sell |
47,146
-34,613
| -42% | -$1.43M | 1.2% | 24 |
|
|
2023
Q2 | $3.36M | Buy |
+81,759
| New | +$3.36M | 2.27% | 13 |
|