Calton & Associates’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 | – | Sell |
-5,059
| Closed | -$215K | – | 419 |
|
|
2025
Q1 | $215K | Buy |
+5,059
| New | +$215K | 0.05% | 307 |
|
|
2019
Q2 | – | Sell |
-7,934
| Closed | -$371K | – | 301 |
|
|
2019
Q1 | $371K | Buy |
+7,934
| New | +$371K | 0.11% | 163 |
|
|
2018
Q1 | – | Sell |
-3,822
| Closed | -$181K | – | 1118 |
|
|
2017
Q4 | $181K | Buy |
+3,822
| New | +$181K | 0.05% | 363 |
|