WFA of San Diego’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 | $47.1K | Buy |
+1,091
| New | +$47.1K | 0.03% | 206 |
|
2024
Q3 | $25.2K | Sell |
580
-500
| -46% | -$21.7K | 0.02% | 228 |
|
2024
Q2 | $45.6K | Buy |
+1,080
| New | +$45.6K | 0.04% | 184 |
|
2023
Q3 | $63.2K | Sell |
1,540
-50
| -3% | -$2.05K | 0.07% | 149 |
|
2023
Q2 | $65.9K | Buy |
+1,590
| New | +$65.9K | 0.06% | 149 |
|
2023
Q1 | – | Sell |
-2,201
| Closed | -$90K | – | 364 |
|
2022
Q4 | $90K | Buy |
+2,201
| New | +$90K | 0.07% | 142 |
|
2022
Q3 | – | Sell |
-2,201
| Closed | -$89K | – | 341 |
|
2022
Q2 | $89K | Buy |
+2,201
| New | +$89K | 0.08% | 126 |
|
2022
Q1 | – | Sell |
-2,338
| Closed | -$106K | – | 148 |
|
2021
Q4 | $106K | Buy |
+2,338
| New | +$106K | 0.06% | 164 |
|