Alterna Wealth Management’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 | $1.43M | Sell |
33,226
-5,043
| -13% | -$218K | 1.15% | 25 |
|
|
2025
Q1 | $1.63M | Buy |
38,269
+16,223
| +74% | +$690K | 1.23% | 21 |
|
|
2024
Q4 | $939K | Buy |
22,046
+655
| +3% | +$27.9K | 0.79% | 35 |
|
|
2024
Q3 | $929K | Hold |
21,391
| – | – | 0.83% | 34 |
|
|
2024
Q2 | $903K | Buy |
21,391
+240
| +1% | +$10.1K | 0.79% | 35 |
|
|
2024
Q1 | $900K | Sell |
21,151
-128
| -0.6% | -$5.45K | 0.73% | 30 |
|
|
2023
Q4 | $898K | Buy |
21,279
+564
| +3% | +$23.8K | 1.08% | 27 |
|
|
2023
Q3 | $850K | Sell |
20,715
-656
| -3% | -$26.9K | 1.09% | 29 |
|
|
2023
Q2 | $886K | Sell |
21,371
-3,517
| -14% | -$146K | 1.03% | 30 |
|
|
2023
Q1 | $1.04M | Sell |
24,888
-1,269
| -5% | -$52.9K | 1.3% | 22 |
|
|
2022
Q4 | $1.07M | Buy |
26,157
+8,034
| +44% | +$329K | 1.2% | 24 |
|
|
2022
Q3 | $724K | Buy |
18,123
+12,721
| +235% | +$508K | 0.86% | 29 |
|
|
2022
Q2 | $219K | Buy |
+5,402
| New | +$219K | 0.22% | 70 |
|
|
2020
Q4 | $365K | Buy |
8,026
+476
| +6% | +$21.6K | 0.46% | 53 |
|
|
2020
Q3 | $332K | Sell |
7,550
-54
| -0.7% | -$2.38K | 0.48% | 46 |
|
|
2020
Q2 | $326K | Sell |
7,604
-56,353
| -88% | -$2.42M | 0.39% | 68 |
|
|
2020
Q1 | $2.61M | Buy |
+63,957
| New | +$2.61M | 3.78% | 6 |
|