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Triad Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Triad Wealth Partners’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,279
Closed -$138K – 755
2024
Q2 		$138K Buy
+3,279
New +$138K 0.07% 122

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Triad Wealth Partners's SHYG Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 3,279 shares — an estimated $138K sold.

Triad Wealth Partners first reported a position in SHYG in Q2 2024 and held it in 1 quarter. The position peaked at $138K in Q2 2024. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3,279 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $138K.
  • Triad Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $138K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.