Bakala Capital’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
$1.25M Sell
28,862
-1,114
-4% -$48.1K 7.15% 6
2025
Q1
$1.27M Buy
29,976
+4,533
+18% +$193K 7.31% 6
2024
Q4
$1.08M Buy
25,443
+593
+2% +$25.3K 6.52% 7
2024
Q3
$1.08M Buy
24,850
+884
+4% +$38.4K 7.18% 6
2024
Q2
$1.01M Buy
23,966
+4,206
+21% +$177K 7.29% 6
2024
Q1
$841K Buy
19,760
+10,629
+116% +$452K 7.23% 6
2023
Q4
$386K Buy
+9,131
New +$386K 5.29% 7