Bellwether 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 | $30.8K | Hold |
714
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $30.4K | Hold |
714
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $30.4K | Buy |
+714
| New | +$30.4K | 0.01% | 261 |
|
|
2023
Q2 | – | Sell |
-1,174
| Closed | -$48.9K | – | 388 |
|
|
2023
Q1 | $48.9K | Sell |
1,174
-84
| -7% | -$3.5K | 0.01% | 193 |
|
|
2022
Q4 | $51.4K | Sell |
1,258
-10,032
| -89% | -$410K | 0.01% | 189 |
|
|
2022
Q3 | $450K | Hold |
11,290
| – | – | 0.15% | 74 |
|
|
2022
Q2 | $457K | Sell |
11,290
-2,638
| -19% | -$107K | 0.15% | 84 |
|
|
2022
Q1 | $612K | Hold |
13,928
| – | – | 0.18% | 91 |
|
|
2021
Q4 | $630K | Buy |
13,928
+393
| +3% | +$17.8K | 0.2% | 80 |
|
|
2021
Q3 | $618K | Hold |
13,535
| – | – | 0.21% | 81 |
|
|
2021
Q2 | $623K | Buy |
13,535
+108
| +0.8% | +$4.97K | 0.21% | 87 |
|
|
2021
Q1 | $615K | Hold |
13,427
| – | – | 0.24% | 68 |
|
|
2020
Q4 | $610K | Buy |
+13,427
| New | +$610K | 0.27% | 60 |
|