WFAG
Worth Financial Advisory Group’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 | – | Sell |
-34,188
| Closed | -$1.45M | – | 166 |
|
|
2025
Q1 | $1.45M | Sell |
34,188
-763
| -2% | -$32.4K | 0.92% | 26 |
|
|
2024
Q4 | $1.49M | Sell |
34,951
-438
| -1% | -$18.7K | 0.92% | 24 |
|
|
2024
Q3 | $1.54M | Buy |
35,389
+608
| +2% | +$26.4K | 0.9% | 25 |
|
|
2024
Q2 | $1.47M | Buy |
34,781
+1,271
| +4% | +$53.6K | 0.96% | 24 |
|
|
2024
Q1 | $1.43M | Buy |
33,510
+1,675
| +5% | +$71.3K | 0.99% | 24 |
|
|
2023
Q4 | $1.34M | Sell |
31,835
-2,615
| -8% | -$110K | 1.07% | 22 |
|
|
2023
Q3 | $1.41M | Buy |
34,450
+1,683
| +5% | +$69.1K | 1.27% | 19 |
|
|
2023
Q2 | $1.36M | Sell |
32,767
-1,602
| -5% | -$66.4K | 1.26% | 17 |
|
|
2023
Q1 | $1.43M | Buy |
34,369
+5,269
| +18% | +$220K | 1.37% | 17 |
|
|
2022
Q4 | $1.19M | Buy |
+29,100
| New | +$1.19M | 1.38% | 17 |
|