Steward Partners Investment Advisory’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 | $1.4M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $976K | Buy |
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|
2024
Q1 | $929K | Buy |
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|
2023
Q4 | $825K | Sell |
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|
2023
Q3 | $814K | Buy |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $938K | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $188K | Sell |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $104K | Sell |
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|
2021
Q2 | $110K | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $2.39M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Buy |
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|
2017
Q1 | $1K | Buy |
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