Beirne Wealth Consulting Services’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 | $441K | Buy |
10,233
+1,705
| +20% | +$73.6K | 0.14% | 68 |
|
|
2025
Q1 | $363K | Sell |
8,528
-160
| -2% | -$6.8K | 0.13% | 71 |
|
|
2024
Q4 | $370K | Sell |
8,688
-41
| -0.5% | -$1.75K | 0.13% | 72 |
|
|
2024
Q3 | $379K | Buy |
8,729
+64
| +0.7% | +$2.78K | 0.13% | 71 |
|
|
2024
Q2 | $366K | Buy |
8,665
+615
| +8% | +$26K | 0.15% | 71 |
|
|
2024
Q1 | $343K | Sell |
8,050
-120
| -1% | -$5.11K | 0.15% | 71 |
|
|
2023
Q4 | $345K | Sell |
8,170
-2,812
| -26% | -$119K | 0.17% | 95 |
|
|
2023
Q3 | $455K | Hold |
10,982
| – | – | 0.36% | 54 |
|
|
2023
Q2 | $455K | Sell |
10,982
-7,455
| -40% | -$309K | 0.36% | 54 |
|
|
2023
Q1 | $769K | Sell |
18,437
-840
| -4% | -$35K | 0.54% | 38 |
|
|
2022
Q4 | $788K | Sell |
19,277
-2,823
| -13% | -$115K | 0.39% | 39 |
|
|
2022
Q3 | $883K | Buy |
22,100
+10,432
| +89% | +$417K | 0.34% | 42 |
|
|
2022
Q2 | $473K | Buy |
+11,668
| New | +$473K | 0.31% | 56 |
|