Baker Tilly Wealth Management’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 | $320K | Sell |
7,409
-1,872
| -20% | -$80.8K | 0.11% | 178 |
|
|
2025
Q1 | $395K | Sell |
9,281
-1,030
| -10% | -$43.8K | 0.15% | 146 |
|
|
2024
Q4 | $439K | Sell |
10,311
-907
| -8% | -$38.6K | 0.17% | 133 |
|
|
2024
Q3 | $487K | Sell |
11,218
-6,148
| -35% | -$267K | 0.22% | 120 |
|
|
2024
Q2 | $733K | Sell |
17,366
-4,293
| -20% | -$181K | 0.3% | 82 |
|
|
2024
Q1 | $922K | Sell |
21,659
-13,027
| -38% | -$554K | 0.17% | 134 |
|
|
2023
Q4 | $1.46M | Buy |
34,686
+6,617
| +24% | +$279K | 0.24% | 94 |
|
|
2023
Q3 | $1.15M | Sell |
28,069
-6,970
| -20% | -$286K | 0.19% | 112 |
|
|
2023
Q2 | $1.45M | Buy |
35,039
+2,308
| +7% | +$95.7K | 0.15% | 144 |
|
|
2023
Q1 | $1.36M | Buy |
32,731
+1,023
| +3% | +$42.6K | 0.15% | 144 |
|
|
2022
Q4 | $1.3M | Buy |
31,708
+5,789
| +22% | +$237K | 0.16% | 149 |
|
|
2022
Q3 | $1.04M | Buy |
25,919
+549
| +2% | +$21.9K | 0.14% | 152 |
|
|
2022
Q2 | $1.03M | Sell |
25,370
-1,626
| -6% | -$66K | 0.14% | 164 |
|
|
2022
Q1 | $1.19M | Buy |
26,996
+11,424
| +73% | +$502K | 0.13% | 159 |
|
|
2021
Q4 | $705K | Buy |
15,572
+2,389
| +18% | +$108K | 0.08% | 285 |
|
|
2021
Q3 | $602K | Buy |
13,183
+5,916
| +81% | +$270K | 0.08% | 275 |
|
|
2021
Q2 | $335K | Sell |
7,267
-2,077
| -22% | -$95.7K | 0.05% | 373 |
|
|
2021
Q1 | $428K | Sell |
9,344
-5,024
| -35% | -$230K | 0.09% | 278 |
|
|
2020
Q4 | $653K | Buy |
+14,368
| New | +$653K | 0.2% | 118 |
|