Wallace Advisory Group’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 | $294K | Buy |
6,907
+4
| +0.1% | +$170 | 0.21% | 134 |
|
|
2025
Q1 | $294K | Buy |
6,903
+83
| +1% | +$3.54K | 0.2% | 145 |
|
|
2024
Q4 | $296K | Sell |
6,820
-155
| -2% | -$6.73K | 0.2% | 138 |
|
|
2024
Q3 | $294K | Hold |
6,975
| – | – | 0.22% | 128 |
|
|
2024
Q2 | $294K | Sell |
6,975
-701
| -9% | -$29.6K | 0.21% | 128 |
|
|
2024
Q1 | $324K | Sell |
7,676
-4,932
| -39% | -$208K | 0.24% | 112 |
|
|
2023
Q4 | $517K | Buy |
12,608
+1,172
| +10% | +$48.1K | 0.41% | 59 |
|
|
2023
Q3 | $474K | Buy |
11,436
+46
| +0.4% | +$1.91K | 0.34% | 74 |
|
|
2023
Q2 | $475K | Hold |
11,390
| – | – | 0.36% | 79 |
|
|
2023
Q1 | $475K | Sell |
11,390
-2
| -0% | -$83 | 0.36% | 79 |
|
|
2022
Q4 | $466K | Buy |
+11,392
| New | +$466K | 0.37% | 67 |
|