Advisor OS’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
19,375
+635
| +3% | +$27.4K | 0.08% | 182 |
|
|
2025
Q1 | $797K | Sell |
18,740
-14,431
| -44% | -$614K | 0.09% | 153 |
|
|
2024
Q4 | $1.41M | Sell |
33,171
-3,378
| -9% | -$144K | 0.16% | 94 |
|
|
2024
Q3 | $1.59M | Buy |
36,549
+8,072
| +28% | +$350K | 0.16% | 109 |
|
|
2024
Q2 | $1.2M | Sell |
28,477
-107,346
| -79% | -$4.53M | 0.13% | 130 |
|
|
2024
Q1 | $5.78M | Buy |
135,823
+4,784
| +4% | +$204K | 0.66% | 30 |
|
|
2023
Q4 | $5.53M | Buy |
131,039
+1,118
| +0.9% | +$47.2K | 0.72% | 24 |
|
|
2023
Q3 | $5.33M | Sell |
129,921
-3,596
| -3% | -$148K | 0.8% | 24 |
|
|
2023
Q2 | $5.53M | Buy |
133,517
+8,245
| +7% | +$342K | 0.91% | 22 |
|
|
2023
Q1 | $5.22M | Buy |
125,272
+107,801
| +617% | +$4.49M | 1.25% | 18 |
|
|
2022
Q4 | $714K | Sell |
17,471
-53
| -0.3% | -$2.17K | 0.19% | 122 |
|
|
2022
Q3 | $700K | Buy |
17,524
+1,292
| +8% | +$51.6K | 0.21% | 98 |
|
|
2022
Q2 | $658K | Sell |
16,232
-1,337
| -8% | -$54.2K | 0.19% | 119 |
|
|
2022
Q1 | $772K | Sell |
17,569
-37,169
| -68% | -$1.63M | 0.22% | 106 |
|
|
2021
Q4 | $2.48M | Buy |
54,738
+16,565
| +43% | +$751K | 0.51% | 48 |
|
|
2021
Q3 | $1.75M | Buy |
38,173
+718
| +2% | +$32.8K | 0.38% | 64 |
|
|
2021
Q2 | $1.73M | Buy |
37,455
+5,746
| +18% | +$265K | 0.36% | 54 |
|
|
2021
Q1 | $1.45M | Sell |
31,709
-211,496
| -87% | -$9.69M | 0.33% | 58 |
|
|
2020
Q4 | $19.3M | Buy |
+243,205
| New | +$19.3M | 5.18% | 5 |
|
|
2020
Q3 | – | Sell |
-29,539
| Closed | -$1.27M | – | 145 |
|
|
2020
Q2 | $1.27M | Buy |
+29,539
| New | +$1.27M | 0.76% | 30 |
|