RWP
RWA Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
11,320
-162,357
| -93% | -$7M | 0.01% | 429 |
|
|
2025
Q1 | $7.38M | Sell |
173,677
-869
| -0.5% | -$37K | 0.09% | 120 |
|
|
2024
Q4 | $7.44M | Buy |
174,546
+170
| +0.1% | +$7.24K | 0.09% | 120 |
|
|
2024
Q3 | $7.57M | Sell |
174,376
-2,826
| -2% | -$123K | 0.09% | 116 |
|
|
2024
Q2 | $7.48M | Sell |
177,202
-1,261
| -0.7% | -$53.2K | 0.1% | 114 |
|
|
2024
Q1 | $7.59M | Sell |
178,463
-15,887
| -8% | -$676K | 0.1% | 110 |
|
|
2023
Q4 | $8.21M | Sell |
194,350
-21,153
| -10% | -$893K | 0.12% | 103 |
|
|
2023
Q3 | $8.84M | Sell |
215,503
-149,377
| -41% | -$6.13M | 0.19% | 52 |
|
|
2023
Q2 | $15.1M | Buy |
+364,880
| New | +$15.1M | 0.33% | 26 |
|
|
2022
Q2 | – | Sell |
-179,089
| Closed | -$7.87M | – | 261 |
|
|
2022
Q1 | $7.87M | Buy |
+179,089
| New | +$7.87M | 0.51% | 52 |
|
|
2020
Q2 | – | Sell |
-175,661
| Closed | -$7.18M | – | 220 |
|
|
2020
Q1 | $7.18M | Sell |
175,661
-99,185
| -36% | -$4.05M | 1.02% | 20 |
|
|
2019
Q4 | $12.8M | Sell |
274,846
-3,751
| -1% | -$174K | 1.27% | 21 |
|
|
2019
Q3 | $13M | Buy |
278,597
+2,473
| +0.9% | +$115K | 1.37% | 20 |
|
|
2019
Q2 | $12.9M | Buy |
+276,124
| New | +$12.9M | 1.38% | 21 |
|