Wells Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92.4K | Hold |
|
|||||
|
2025
Q2 | $92.1K | Hold |
|
|||||
|
2025
Q1 | $90.8K | Buy |
|
|||||
|
2024
Q4 | $70.5K | Hold |
|
|||||
|
2024
Q3 | $71.9K | Hold |
|
|||||
|
2024
Q2 | $69.8K | Hold |
|
|||||
|
2024
Q1 | $70.4K | Hold |
|
|||||
|
2023
Q4 | $69.9K | Sell |
|
|||||
|
2023
Q3 | $88.4K | Hold |
|
|||||
|
2023
Q2 | $89.3K | Sell |
|
|||||
|
2023
Q1 | $1.15M | Sell |
|
|||||
|
2022
Q4 | $1.18M | Buy |
|