Aptus Capital Advisors’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 | $618K | Buy |
14,327
+2,796
| +24% | +$121K | 0.01% | 621 |
|
|
2025
Q1 | $490K | Buy |
11,531
+850
| +8% | +$36.1K | 0.01% | 639 |
|
|
2024
Q4 | $455K | Sell |
10,681
-4
| -0% | -$170 | ﹤0.01% | 651 |
|
|
2024
Q3 | $464K | Sell |
10,685
-3,493
| -25% | -$152K | 0.01% | 557 |
|
|
2024
Q2 | $598K | Sell |
14,178
-85
| -0.6% | -$3.59K | 0.01% | 465 |
|
|
2024
Q1 | $607K | Buy |
14,263
+14,176
| +16,294% | +$603K | 0.01% | 463 |
|
|
2023
Q4 | $3.67K | Hold |
87
| – | – | ﹤0.01% | 844 |
|
|
2023
Q3 | $3.57K | Sell |
87
-174
| -67% | -$7.14K | ﹤0.01% | 842 |
|
|
2023
Q2 | $10.8K | Hold |
261
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $10.9K | Sell |
261
-59
| -18% | -$2.46K | ﹤0.01% | 674 |
|
|
2022
Q4 | $13.1K | Buy |
320
+192
| +150% | +$7.85K | ﹤0.01% | 678 |
|
|
2022
Q3 | $5K | Sell |
128
-108
| -46% | -$4.22K | ﹤0.01% | 700 |
|
|
2022
Q2 | $10K | Hold |
236
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $10K | Hold |
236
| – | – | ﹤0.01% | 599 |
|
|
2021
Q4 | $11K | Hold |
236
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $11K | Sell |
236
-1,421
| -86% | -$66.2K | ﹤0.01% | 452 |
|
|
2021
Q2 | $76K | Hold |
1,657
| – | – | ﹤0.01% | 392 |
|
|
2021
Q1 | $76K | Sell |
1,657
-218
| -12% | -$10K | ﹤0.01% | 368 |
|
|
2020
Q4 | $85K | Buy |
1,875
+1,639
| +694% | +$74.3K | ﹤0.01% | 323 |
|
|
2020
Q3 | $10K | Sell |
236
-968
| -80% | -$41K | ﹤0.01% | 390 |
|
|
2020
Q2 | $51K | Sell |
1,204
-373
| -24% | -$15.8K | ﹤0.01% | 307 |
|
|
2020
Q1 | $64K | Sell |
1,577
-1,119
| -42% | -$45.4K | 0.01% | 288 |
|
|
2019
Q4 | $125K | Buy |
2,696
+973
| +56% | +$45.1K | 0.01% | 311 |
|
|
2019
Q3 | $80K | Buy |
+1,723
| New | +$80K | ﹤0.01% | 338 |
|