Arkadios Wealth 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 | $4.85M | Buy |
112,380
+10,413
| +10% | +$449K | 0.14% | 164 |
|
|
2025
Q1 | $4.34M | Buy |
101,967
+17,555
| +21% | +$746K | 0.16% | 140 |
|
|
2024
Q4 | $3.6M | Buy |
84,412
+1,248
| +2% | +$53.2K | 0.2% | 108 |
|
|
2024
Q3 | $3.61M | Buy |
83,164
+3,107
| +4% | +$135K | 0.2% | 108 |
|
|
2024
Q2 | $3.38M | Buy |
80,057
+68,999
| +624% | +$2.91M | 0.23% | 92 |
|
|
2024
Q1 | $470K | Buy |
11,058
+2,682
| +32% | +$114K | 0.04% | 390 |
|
|
2023
Q4 | $354K | Buy |
8,376
+1,646
| +24% | +$69.5K | 0.03% | 465 |
|
|
2023
Q3 | $276K | Buy |
6,730
+1,501
| +29% | +$61.6K | 0.03% | 514 |
|
|
2023
Q2 | $217K | Buy |
+5,229
| New | +$217K | 0.03% | 554 |
|
|
2022
Q1 | – | Sell |
-10,182
| Closed | -$461K | – | 622 |
|
|
2021
Q4 | $461K | Sell |
10,182
-308
| -3% | -$13.9K | 0.06% | 341 |
|
|
2021
Q3 | $479K | Buy |
10,490
+320
| +3% | +$14.6K | 0.07% | 302 |
|
|
2021
Q2 | $468K | Buy |
10,170
+1,070
| +12% | +$49.2K | 0.06% | 345 |
|
|
2021
Q1 | $416K | Buy |
9,100
+8,897
| +4,383% | +$407K | 0.07% | 286 |
|
|
2020
Q4 | $9K | Buy |
203
+13
| +7% | +$576 | ﹤0.01% | 1000 |
|
|
2020
Q3 | $8.39K | Buy |
190
+52
| +38% | +$2.3K | ﹤0.01% | 779 |
|
|
2020
Q2 | $5.97K | Buy |
138
+6
| +5% | +$260 | ﹤0.01% | 757 |
|
|
2020
Q1 | $5.4K | Sell |
132
-64
| -33% | -$2.62K | ﹤0.01% | 768 |
|
|
2019
Q4 | $9.15K | Buy |
+196
| New | +$9.15K | 0.01% | 607 |
|