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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $314K | Buy |
|
|||||
|
2025
Q2 | $294K | Buy |
|
|||||
|
2025
Q1 | $294K | Buy |
|
|||||
|
2024
Q4 | $296K | Sell |
|
|||||
|
2024
Q3 | $294K | Hold |
|
|||||
|
2024
Q2 | $294K | Sell |
|
|||||
|
2024
Q1 | $324K | Sell |
|
|||||
|
2023
Q4 | $517K | Buy |
|
|||||
|
2023
Q3 | $474K | Buy |
|
|||||
|
2023
Q2 | $475K | Hold |
|
|||||
|
2023
Q1 | $475K | Sell |
|
|||||
|
2022
Q4 | $466K | Buy |
|