Waverly Advisors’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 | $281K | Sell |
6,521
-28,676
| -81% | -$1.24M | ﹤0.01% | 995 |
|
|
2025
Q1 | $1.5M | Sell |
35,197
-574
| -2% | -$24.4K | 0.02% | 536 |
|
|
2024
Q4 | $1.52M | Sell |
35,771
-2,391
| -6% | -$102K | 0.02% | 436 |
|
|
2024
Q3 | $1.66M | Sell |
38,162
-409
| -1% | -$17.8K | 0.03% | 366 |
|
|
2024
Q2 | $1.63M | Sell |
38,571
-1,643
| -4% | -$69.3K | 0.03% | 349 |
|
|
2024
Q1 | $1.71M | Buy |
40,214
+8,909
| +28% | +$379K | 0.04% | 282 |
|
|
2023
Q4 | $1.32M | Buy |
31,305
+789
| +3% | +$33.3K | 0.05% | 190 |
|
|
2023
Q3 | $1.25M | Buy |
30,516
+327
| +1% | +$13.4K | 0.05% | 177 |
|
|
2023
Q2 | $1.25M | Buy |
+30,189
| New | +$1.25M | 0.05% | 165 |
|