Aveo Capital Partners’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
Q1 | – | Sell |
-15,716
| Closed | -$670K | – | 301 |
|
|
2024
Q4 | $670K | Buy |
15,716
+789
| +5% | +$33.6K | 0.07% | 166 |
|
|
2024
Q3 | $648K | Buy |
14,927
+319
| +2% | +$13.9K | 0.07% | 172 |
|
|
2024
Q2 | $616K | Buy |
14,608
+286
| +2% | +$12.1K | 0.07% | 165 |
|
|
2024
Q1 | $604K | Buy |
14,322
+1,315
| +10% | +$55.5K | 0.07% | 191 |
|
|
2023
Q4 | $549K | Buy |
13,007
+1,794
| +16% | +$75.7K | 0.07% | 194 |
|
|
2023
Q3 | $460K | Sell |
11,213
-146
| -1% | -$5.99K | 0.06% | 205 |
|
|
2023
Q2 | $471K | Buy |
11,359
+4,373
| +63% | +$181K | 0.06% | 212 |
|
|
2023
Q1 | $291K | Sell |
6,986
-807
| -10% | -$33.6K | 0.04% | 267 |
|
|
2022
Q4 | $319K | Buy |
+7,793
| New | +$319K | 0.05% | 256 |
|
|
2022
Q2 | – | Sell |
-6,309
| Closed | -$277K | – | 295 |
|
|
2022
Q1 | $277K | Buy |
+6,309
| New | +$277K | 0.05% | 226 |
|
|
2019
Q3 | – | Sell |
-5,574
| Closed | -$260K | – | 197 |
|
|
2019
Q2 | $260K | Buy |
+5,574
| New | +$260K | 0.11% | 148 |
|
|
2017
Q2 | – | Sell |
-4,545
| Closed | -$217K | – | 144 |
|
|
2017
Q1 | $217K | Buy |
4,545
+9
| +0.2% | +$430 | 0.08% | 111 |
|
|
2016
Q4 | $215K | Buy |
+4,536
| New | +$215K | 0.06% | 203 |
|