Wealth Enhancement Advisory Services’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 | $4.69M | Buy |
109,054
+11,018
| +11% | +$473K | 0.01% | 924 |
|
|
2025
Q1 | $4.17M | Buy |
98,036
+7,492
| +8% | +$319K | 0.01% | 894 |
|
|
2024
Q4 | $3.86M | Buy |
90,544
+17,018
| +23% | +$725K | 0.01% | 892 |
|
|
2024
Q3 | $3.19M | Sell |
73,526
-5,566
| -7% | -$242K | 0.01% | 868 |
|
|
2024
Q2 | $3.34M | Buy |
79,092
+24,690
| +45% | +$1.04M | 0.01% | 812 |
|
|
2024
Q1 | $2.31M | Buy |
54,402
+882
| +2% | +$37.5K | 0.01% | 894 |
|
|
2023
Q4 | $2.26M | Sell |
53,520
-3,069
| -5% | -$130K | 0.01% | 861 |
|
|
2023
Q3 | $2.32M | Buy |
+56,589
| New | +$2.32M | 0.01% | 813 |
|
|
2022
Q4 | – | Sell |
-6,649
| Closed | -$267K | – | 362 |
|
|
2022
Q3 | $267K | Sell |
6,649
-72
| -1% | -$2.89K | ﹤0.01% | 304 |
|
|
2022
Q2 | $275K | Sell |
6,721
-52
| -0.8% | -$2.13K | ﹤0.01% | 309 |
|
|
2022
Q1 | $298K | Buy |
6,773
+5
| +0.1% | +$220 | ﹤0.01% | 288 |
|
|
2021
Q4 | $301K | Buy |
6,768
+113
| +2% | +$5.03K | ﹤0.01% | 273 |
|
|
2021
Q3 | $303K | Buy |
6,655
+6
| +0.1% | +$273 | ﹤0.01% | 266 |
|
|
2021
Q2 | $305K | Buy |
6,649
+245
| +4% | +$11.2K | ﹤0.01% | 249 |
|
|
2021
Q1 | $293K | Buy |
+6,404
| New | +$293K | 0.01% | 243 |
|