Simplicity Wealth’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 | $318K | Hold |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $953K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $2.8M | Sell |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $1.22M | Buy |
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