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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.02M | Buy |
142,298
+12,283
| +9% | +$524K | 1.32% | 24 |
|
|
2025
Q4 | $5.57M | Buy |
130,015
+13,796
| +12% | +$592K | 1.22% | 24 |
|
|
2025
Q3 | $5.03M | Buy |
116,219
+5,177
| +5% | +$223K | 1.12% | 27 |
|
|
2025
Q2 | $4.79M | Buy |
111,042
+43
| +0% | +$1.82K | 1.22% | 26 |
|
|
2025
Q1 | $4.72M | Buy |
110,999
+768
| +0.7% | +$33K | 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% | -$13.8K | 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% | +$175K | 1.31% | 23 |
|
|
2023
Q4 | $4.25M | Buy |
+100,724
| New | +$4.15M | 1.33% | 23 |
|
|
2023
Q2 | $4.34M | Buy |
104,676
+3,428
| +3% | +$141K | 1.41% | 20 |
|
|
2023
Q1 | $4.22M | Buy |
101,248
+10,598
| +12% | +$439K | 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% | -$142K | 1.53% | 19 |
|
|
2022
Q2 | $4.12M | Sell |
101,694
-1,886
| -2% | -$79.8K | 1.52% | 20 |
|
|
2022
Q1 | $4.55M | Buy |
103,580
+2,716
| +3% | +$120K | 1.48% | 20 |
|
|
2021
Q4 | $4.57M | Sell |
100,864
-2,135
| -2% | -$96.8K | 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% | -$9.12K | 1.52% | 18 |
|
|
2021
Q1 | $4.57M | Buy |
99,720
+14,581
| +17% | +$664K | 1.72% | 16 |
|
|
2020
Q4 | $3.87M | Buy |
85,139
+4,568
| +6% | +$204K | 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% | +$12.5K | 1.5% | 18 |
|
|
2020
Q1 | $3.11M | Buy |
76,089
+8,214
| +12% | +$368K | 1.66% | 17 |
|
|
2019
Q4 | $3.15M | Buy |
67,875
+1,331
| +2% | +$61.5K | 1.41% | 17 |
|
|
2019
Q3 | $3.09M | Buy |
66,544
+4,292
| +7% | +$199K | 1.49% | 17 |
|
|
2019
Q2 | $2.91M | Sell |
62,252
-7,737
| -11% | -$360K | 1.42% | 18 |
|
|
2019
Q1 | $3.27M | Sell |
69,989
-11,262
| -14% | -$520K | 1.73% | 17 |
|
|
2018
Q4 | $4.25M | Buy |
81,251
+12,718
| +19% | +$583K | 2.53% | 15 |
|
|
2018
Q3 | $3.23M | Buy |
68,533
+62
| +0.1% | +$2.9K | 1.76% | 18 |
|
|
2018
Q2 | $3.19M | Buy |
68,471
+1,190
| +2% | +$55.6K | 1.85% | 17 |
|
|
2018
Q1 | $3.15M | Buy |
67,281
+11,504
| +21% | +$540K | 1.48% | 20 |
|
|
2017
Q4 | $2.63M | Buy |
+55,777
| New | +$2.64M | 1.3% | 21 |
|
Other funds holding SHYG
JSTA
NL
