TriaGen Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
34,144
+1,667
| +5% | +$71.9K | 0.45% | 64 |
|
|
2025
Q1 | $1.38M | Buy |
32,477
+4,026
| +14% | +$171K | 0.49% | 55 |
|
|
2024
Q4 | $1.21M | Buy |
28,451
+409
| +1% | +$17.4K | 0.41% | 62 |
|
|
2024
Q3 | $1.22M | Buy |
28,042
+777
| +3% | +$33.7K | 0.41% | 64 |
|
|
2024
Q2 | $1.15M | Buy |
27,265
+4,353
| +19% | +$184K | 0.44% | 60 |
|
|
2024
Q1 | $975K | Buy |
+22,912
| New | +$975K | 0.4% | 62 |
|