Wealthcare Advisory Partners’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 | $220K | Sell |
5,093
-2,263
| -31% | -$97.6K | 0.01% | 905 |
|
|
2025
Q1 | $313K | Buy |
7,356
+1,951
| +36% | +$83K | 0.01% | 734 |
|
|
2024
Q4 | $230K | Sell |
5,405
-1,343
| -20% | -$57.2K | 0.01% | 804 |
|
|
2024
Q3 | $293K | Buy |
+6,748
| New | +$293K | 0.01% | 727 |
|
|
2023
Q1 | – | Sell |
-6,109
| Closed | -$250K | – | 738 |
|
|
2022
Q4 | $250K | Buy |
+6,109
| New | +$250K | 0.01% | 582 |
|
|
2022
Q3 | – | Sell |
-12,892
| Closed | -$523K | – | 624 |
|
|
2022
Q2 | $523K | Buy |
+12,892
| New | +$523K | 0.03% | 317 |
|
|
2021
Q2 | – | Sell |
-257
| Closed | -$12K | – | 1647 |
|
|
2021
Q1 | $12K | Buy |
+257
| New | +$12K | ﹤0.01% | 1399 |
|
|
2019
Q3 | – | Sell |
-111
| Closed | -$5K | – | 1409 |
|
|
2019
Q2 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 1072 |
|