Summit Wealth Partners’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
Q2 | $2.96M | Sell |
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|
2025
Q1 | $7.02M | Sell |
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|
2024
Q4 | $8.19M | Sell |
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|
2024
Q3 | $8.58M | Sell |
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|
2024
Q2 | $8.67M | Buy |
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|
2024
Q1 | $8.44M | Sell |
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|
2023
Q4 | $8.56M | Sell |
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|
2023
Q3 | $8.86M | Buy |
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|
2023
Q2 | $8.89M | Sell |
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|
2023
Q1 | $9.07M | Sell |
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|
2022
Q4 | $9.58M | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $12.1M | Sell |
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|
2022
Q1 | $13.7M | Sell |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $13.9M | Buy |
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|
2021
Q2 | $13.3M | Buy |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $11.9M | Buy |
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|
2020
Q3 | $10.3M | Sell |
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|
2020
Q2 | $10M | Sell |
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|
2020
Q1 | $10.1M | Sell |
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|
2019
Q4 | $12.7M | Buy |
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