WP
WealthShield Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2K | Buy |
747
+109
| +17% | +$4.7K | ﹤0.01% | 443 |
|
|
2025
Q1 | $27.1K | Hold |
638
| – | – | ﹤0.01% | 440 |
|
|
2024
Q4 | $27.2K | Hold |
638
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $27.7K | Sell |
638
-172
| -21% | -$7.47K | ﹤0.01% | 411 |
|
|
2024
Q2 | $34.2K | Hold |
810
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $34.5K | Buy |
810
+210
| +35% | +$8.94K | 0.01% | 364 |
|
|
2023
Q4 | $25.3K | Sell |
600
-55
| -8% | -$2.32K | ﹤0.01% | 393 |
|
|
2023
Q3 | $26.9K | Sell |
655
-875
| -57% | -$35.9K | ﹤0.01% | 400 |
|
|
2023
Q2 | $63.4K | Sell |
1,530
-123
| -7% | -$5.1K | 0.01% | 367 |
|
|
2023
Q1 | $68.9K | Sell |
1,653
-37,844
| -96% | -$1.58M | 0.01% | 361 |
|
|
2022
Q4 | $1.62M | Buy |
39,497
+32,652
| +477% | +$1.34M | 0.31% | 91 |
|
|
2022
Q3 | $273K | Sell |
6,845
-685
| -9% | -$27.3K | 0.05% | 253 |
|
|
2022
Q2 | $305K | Buy |
7,530
+2,181
| +41% | +$88.3K | 0.06% | 247 |
|
|
2022
Q1 | $235K | Sell |
5,349
-1,224
| -19% | -$53.8K | 0.04% | 303 |
|
|
2021
Q4 | $298K | Buy |
6,573
+786
| +14% | +$35.6K | 0.05% | 233 |
|
|
2021
Q3 | $264K | Buy |
+5,787
| New | +$264K | 0.07% | 199 |
|
|
2021
Q2 | – | Sell |
-458
| Closed | -$21K | – | 215 |
|
|
2021
Q1 | $21K | Sell |
458
-118,134
| -100% | -$5.42M | ﹤0.01% | 653 |
|
|
2020
Q4 | $5.39M | Buy |
118,592
+76,063
| +179% | +$3.46M | 0.99% | 33 |
|
|
2020
Q3 | $1.87M | Buy |
42,529
+8,650
| +26% | +$380K | 0.65% | 38 |
|
|
2020
Q2 | $1.45M | Buy |
33,879
+14,256
| +73% | +$611K | 0.67% | 37 |
|
|
2020
Q1 | $802K | Buy |
19,623
+18,392
| +1,494% | +$752K | 0.49% | 45 |
|
|
2019
Q4 | $57K | Hold |
1,231
| – | – | 0.03% | 210 |
|
|
2019
Q3 | $57K | Buy |
+1,231
| New | +$57K | 0.03% | 198 |
|
|
2019
Q2 | – | Sell |
-1,296
| Closed | -$61K | – | 273 |
|
|
2019
Q1 | $61K | Sell |
1,296
-1,090
| -46% | -$51.3K | 0.03% | 186 |
|
|
2018
Q4 | $106K | Buy |
2,386
+334
| +16% | +$14.8K | 0.07% | 143 |
|
|
2018
Q3 | $97K | Hold |
2,052
| – | – | 0.06% | 150 |
|
|
2018
Q2 | $96K | Hold |
2,052
| – | – | 0.06% | 137 |
|
|
2018
Q1 | $96K | Buy |
2,052
+962
| +88% | +$45K | 0.06% | 134 |
|
|
2017
Q4 | $51K | Buy |
+1,090
| New | +$51K | 0.03% | 155 |
|