A detailed history of Copia Wealth Management transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Copia Wealth Management holds 10,672 shares of SHYG stock, worth $458,042. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,672
Previous 6,573 62.36%
Holding current value
$458,042
Previous $284 Million 62.96%
% of portfolio
0.34%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$42.75 - $43.37 $175,232 - $177,773
4,099 Added 62.36%
10,672 $462 Million
Q2 2025

Jul 28, 2025

BUY
$40.82 - $43.14 $68,659 - $72,561
1,682 Added 34.39%
6,573 $284 Million
Q1 2025

Apr 17, 2025

BUY
$42.38 - $43.28 $207,280 - $211,682
4,891 New
4,891 $208 Million

Others Institutions Holding SHYG

About ISHARES 0-5 YEAR HIGH YIELD CO


  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.