True Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,749 shares of SHYG stock, worth $200,645. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,749

Previous 4,749 -0.0%

Holding current value

$200,645

Previous $200,000 1.0%

% of portfolio

0.08%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$40.19 - $42.48 $14,428 - $15,250	-359 Reduced 7.03%	4,749 $200,000
Q2 2023 Jul 31, 2023	SELL	$40.8 - $41.55 $1,835 - $1,869	-45 Reduced 0.87%	5,108 $211,000
Q1 2023 Apr 19, 2023	SELL	$40.65 - $42.2 $194,428 - $201,842	-4,783 Reduced 48.14%	5,153 $214,000
Q4 2022 Jan 23, 2023	BUY	$40.29 - $41.87 $191,095 - $198,589	4,743 Added 91.33%	9,936 $0
Q3 2022 Oct 21, 2022	SELL	$40.2 - $42.66 $442 - $469	-11 Reduced 0.21%	5,193 $207,000

Q2 2022 Jul 27, 2022	SELL	$40.27 - $44.02 $7,409 - $8,099	-184 Reduced 3.41%	5,204 $211,000
Q1 2022 May 05, 2022	BUY	$43.01 - $45.26 $8,343 - $8,780	194 Added 3.74%	5,388 $244,000
Q1 2022 May 04, 2022	SELL	$43.01 - $45.26 $8,343 - $8,780	-194 Reduced 3.6%	5,194 $222,000
Q3 2021 Oct 25, 2021	SELL	$45.45 - $46.0 $8,181 - $8,280	-180 Reduced 3.23%	5,388 $246,000
Q2 2021 Jul 23, 2021	BUY	$45.56 - $46.09 $11,936 - $12,075	262 Added 4.94%	5,568 $256,000
Q1 2021 Apr 22, 2021	BUY	$45.28 - $45.81 $27,439 - $27,760	606 Added 12.89%	5,306 $243,000
Q4 2020 Jan 25, 2021	BUY	$43.72 - $45.44 $205,484 - $213,568	4,700 New	4,700 $213,000

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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True Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History