Alliance Wealth Management Group’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
$4.79M Buy
111,042
+43
+0% +$1.86K 1.22% 26
2025
Q1
$4.72M Buy
110,999
+768
+0.7% +$32.7K 1.27% 24
2024
Q4
$4.7M Buy
110,231
+2,477
+2% +$106K 1.26% 24
2024
Q3
$4.68M Sell
107,754
-322
-0.3% -$14K 1.25% 25
2024
Q2
$4.56M Buy
108,076
+3,210
+3% +$135K 1.3% 23
2024
Q1
$4.46M Buy
104,866
+4,142
+4% +$176K 1.31% 23
2023
Q4
$4.25M Buy
+100,724
New +$4.25M 1.33% 23
2023
Q2
$4.34M Buy
104,676
+3,428
+3% +$142K 1.41% 20
2023
Q1
$4.22M Buy
101,248
+10,598
+12% +$442K 1.43% 19
2022
Q4
$3.71M Sell
90,650
-7,607
-8% -$311K 1.36% 22
2022
Q3
$3.92M Sell
98,257
-3,437
-3% -$137K 1.53% 19
2022
Q2
$4.12M Sell
101,694
-1,886
-2% -$76.5K 1.52% 20
2022
Q1
$4.55M Buy
103,580
+2,716
+3% +$119K 1.48% 20
2021
Q4
$4.57M Sell
100,864
-2,135
-2% -$96.7K 1.42% 19
2021
Q3
$4.71M Buy
102,999
+3,478
+3% +$159K 1.53% 18
2021
Q2
$4.58M Sell
99,521
-199
-0.2% -$9.17K 1.52% 18
2021
Q1
$4.57M Buy
99,720
+14,581
+17% +$668K 1.72% 16
2020
Q4
$3.87M Buy
85,139
+4,568
+6% +$208K 1.52% 18
2020
Q3
$3.54M Buy
80,571
+4,185
+5% +$184K 1.52% 18
2020
Q2
$3.28M Buy
76,386
+297
+0.4% +$12.7K 1.5% 18
2020
Q1
$3.11M Buy
76,089
+8,214
+12% +$336K 1.66% 17
2019
Q4
$3.15M Buy
67,875
+1,331
+2% +$61.8K 1.41% 17
2019
Q3
$3.09M Buy
66,544
+4,292
+7% +$200K 1.49% 17
2019
Q2
$2.91M Sell
62,252
-7,737
-11% -$361K 1.42% 18
2019
Q1
$3.27M Sell
69,989
-11,262
-14% -$526K 1.73% 17
2018
Q4
$4.25M Buy
81,251
+12,718
+19% +$665K 2.53% 15
2018
Q3
$3.23M Buy
68,533
+62
+0.1% +$2.92K 1.76% 18
2018
Q2
$3.19M Buy
68,471
+1,190
+2% +$55.5K 1.85% 17
2018
Q1
$3.15M Buy
67,281
+11,504
+21% +$538K 1.48% 20
2017
Q4
$2.63M Buy
+55,777
New +$2.63M 1.3% 21