Atwood & Palmer’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 | $18.8M | Buy |
436,172
+150,149
| +52% | +$6.48M | 1.18% | 39 |
|
|
2025
Q1 | $12.2M | Buy |
286,023
+800
| +0.3% | +$34K | 0.84% | 46 |
|
|
2024
Q4 | $12.2M | Buy |
285,223
+5,044
| +2% | +$215K | 0.83% | 46 |
|
|
2024
Q3 | $12.2M | Buy |
280,179
+5,161
| +2% | +$224K | 0.83% | 47 |
|
|
2024
Q2 | $11.6M | Sell |
275,018
-3,232
| -1% | -$136K | 0.88% | 48 |
|
|
2024
Q1 | $11.8M | Buy |
278,250
+3,420
| +1% | +$146K | 0.9% | 48 |
|
|
2023
Q4 | $11.6M | Sell |
274,830
-3,090
| -1% | -$130K | 0.94% | 46 |
|
|
2023
Q3 | $11.4M | Buy |
277,920
+41,223
| +17% | +$1.69M | 1% | 44 |
|
|
2023
Q2 | $9.81M | Buy |
236,697
+3,425
| +1% | +$142K | 0.88% | 44 |
|
|
2023
Q1 | $9.72M | Buy |
233,272
+3,910
| +2% | +$163K | 0.91% | 45 |
|
|
2022
Q4 | $9.38M | Buy |
229,362
+32,250
| +16% | +$1.32M | 0.85% | 46 |
|
|
2022
Q3 | $7.87M | Buy |
+197,112
| New | +$7.87M | 0.78% | 49 |
|
|
2021
Q1 | – | Sell |
-261
| Closed | -$12K | – | 449 |
|
|
2020
Q4 | $12K | Buy |
+261
| New | +$12K | ﹤0.01% | 308 |
|