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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.1K | Hold |
2,135
| – | – | 0.13% | 51 |
|
|
2025
Q1 | $90.8K | Buy |
2,135
+480
| +29% | +$20.4K | 0.13% | 49 |
|
|
2024
Q4 | $70.5K | Hold |
1,655
| – | – | 0.1% | 56 |
|
|
2024
Q3 | $71.9K | Hold |
1,655
| – | – | 0.1% | 56 |
|
|
2024
Q2 | $69.8K | Hold |
1,655
| – | – | 0.05% | 65 |
|
|
2024
Q1 | $70.4K | Hold |
1,655
| – | – | 0.05% | 54 |
|
|
2023
Q4 | $69.9K | Sell |
1,655
-500
| -23% | -$21.1K | 0.05% | 48 |
|
|
2023
Q3 | $88.4K | Hold |
2,155
| – | – | 0.07% | 47 |
|
|
2023
Q2 | $89.3K | Sell |
2,155
-25,455
| -92% | -$1.06M | 0.07% | 48 |
|
|
2023
Q1 | $1.15M | Sell |
27,610
-1,350
| -5% | -$56.3K | 0.92% | 21 |
|
|
2022
Q4 | $1.18M | Buy |
+28,960
| New | +$1.18M | 0.98% | 20 |
|