Beacon Financial Advisory LLC Ishares 0 5 Year High Yield CO Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,158 shares of SHYG stock, worth $305,861. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,158
Previous 8,139 12.05%
Holding current value
$305,861
Previous $351,000 11.97%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 29, 2025
SELL
$42.75 - $43.37 $41,937 - $42,545
-981 Reduced 12.05%
7,158 $309,000
Q2 2025

Jul 22, 2025
SELL
$40.82 - $43.14 $3,755 - $3,968
-92 Reduced 1.12%
8,139 $351,000
Q1 2025

Apr 24, 2025
SELL
$42.38 - $43.28 $56,831 - $58,038
-1,341 Reduced 14.01%
8,231 $349,000
Q4 2024

Jan 27, 2025
SELL
$42.33 - $43.3 $75,601 - $77,333
-1,786 Reduced 15.72%
9,572 $407,000
Q3 2024

Oct 30, 2024
BUY
$41.95 - $43.42 $1,300 - $1,346
31 Added 0.27%
11,358 $493,000
Q2 2024

Jul 26, 2024
BUY
$41.64 - $42.32 $7,911 - $8,040
190 Added 1.71%
11,327 $477,000
Q1 2024

May 01, 2024
BUY
$41.98 - $42.63 $2,015 - $2,046
48 Added 0.43%
11,137 $473,000
Q4 2023

Jan 23, 2024
BUY
$40.19 - $42.48 $15,111 - $15,972
376 Added 3.51%
11,089 $468,000
Q3 2023

Oct 25, 2023
BUY
$40.9 - $41.68 $12,024 - $12,253
294 Added 2.82%
10,713 $439,000
Q2 2023

Jul 17, 2023
BUY
$40.8 - $41.55 $75,602 - $76,992
1,853 Added 21.63%
10,419 $431,000
Q1 2023

Apr 18, 2023
BUY
$40.65 - $42.2 $21,138 - $21,944
520 Added 6.46%
8,566 $357,000
Q4 2022

Jan 20, 2023
BUY
$39.79 - $41.87 $320,150 - $336,886
8,046 New
8,046 $0
Q1 2022

Apr 27, 2022
SELL
$43.01 - $45.26 $245,888 - $258,751
-5,717 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$44.73 - $45.64 $49,695 - $50,706
1,111 Added 24.12%
5,717 $259,000
Q3 2021

Nov 15, 2021
BUY
$45.45 - $46.0 $209,342 - $211,876
4,606 New
4,606 $210,000
Q2 2021

Jul 14, 2021
SELL
$45.56 - $46.09 $199,826 - $202,150
-4,386 Closed
0 $0
Q1 2021

Apr 20, 2021
SELL
$45.28 - $45.81 $128,097 - $129,596
-2,829 Reduced 39.21%
4,386 $201,000
Q4 2020

Jan 25, 2021
BUY
$43.72 - $45.44 $315,439 - $327,849
7,215 New
7,215 $327,000

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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC 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 Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email