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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,088
Closed -$218K 1130
2025
Q4
$218K Buy
5,088
+141
+3% +$6.05K ﹤0.01% 988
2025
Q3
$214K Sell
4,947
-146
-3% -$6.29K ﹤0.01% 960
2025
Q2
$220K Sell
5,093
-2,263
-31% -$95.7K 0.01% 905
2025
Q1
$313K Buy
7,356
+1,951
+36% +$83.7K 0.01% 734
2024
Q4
$230K Sell
5,405
-1,343
-20% -$57.7K 0.01% 804
2024
Q3
$293K Buy
+6,748
New +$288K 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 +$545K 0.03% 317
2021
Q2
Sell
-257
Closed -$12K 1647
2021
Q1
$12K Buy
+257
New +$11.7K ﹤0.01% 1399
2019
Q3
Sell
-111
Closed -$5K 1409
2019
Q2
$5K Buy
+111
New +$5.16K ﹤0.01% 1072

Other funds holding SHYG