Copia Wealth Management Ishares 0 5 Year High Yield CO Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

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 $456,014. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,672
Previous 6,573 62.36%
Holding current value
$456,014
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

# of Institutions
615
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

SHYG Quotes by TradingView
  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
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