Bell Investment Advisors’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 | $16.3K | Buy |
379
+7
| +2% | +$302 | ﹤0.01% | 488 |
|
|
2025
Q1 | $15.8K | Buy |
372
+5
| +1% | +$212 | ﹤0.01% | 456 |
|
|
2024
Q4 | $15.7K | Buy |
367
+8
| +2% | +$341 | ﹤0.01% | 450 |
|
|
2024
Q3 | $15.6K | Buy |
359
+6
| +2% | +$260 | ﹤0.01% | 453 |
|
|
2024
Q2 | $14.9K | Buy |
353
+7
| +2% | +$295 | ﹤0.01% | 468 |
|
|
2024
Q1 | $14.7K | Sell |
346
-656
| -65% | -$28K | ﹤0.01% | 452 |
|
|
2023
Q4 | $42.3K | Buy |
1,002
+22
| +2% | +$929 | 0.01% | 217 |
|
|
2023
Q3 | $40.2K | Sell |
980
-7,265
| -88% | -$298K | 0.01% | 198 |
|
|
2023
Q2 | $342K | Sell |
8,245
-272
| -3% | -$11.3K | 0.08% | 70 |
|
|
2023
Q1 | $355K | Sell |
8,517
-49
| -0.6% | -$2.04K | 0.08% | 64 |
|
|
2022
Q4 | $350K | Buy |
8,566
+7,231
| +542% | +$296K | 0.09% | 63 |
|
|
2022
Q3 | $53K | Sell |
1,335
-219
| -14% | -$8.69K | 0.02% | 131 |
|
|
2022
Q2 | $63K | Buy |
+1,554
| New | +$63K | 0.02% | 116 |
|
|
2021
Q4 | $84K | Sell |
1,847
-328
| -15% | -$14.9K | 0.02% | 112 |
|
|
2021
Q3 | $99K | Buy |
+2,175
| New | +$99K | 0.03% | 96 |
|