CAPTRUST Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $509K | Sell |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $2.67M | Sell |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $3.71M | Sell |
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|
2020
Q4 | $4M | Buy |
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|
2020
Q3 | $2.4M | Sell |
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|
2020
Q2 | $4.86M | Buy |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $3.14M | Sell |
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|
2019
Q3 | $8.49M | Sell |
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|
2019
Q2 | $8.88M | Sell |
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|
2019
Q1 | $8.93M | Sell |
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|
2018
Q4 | $10.4M | Buy |
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|
2018
Q3 | $8.44M | Hold |
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|
2018
Q2 | $8.35M | Buy |
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|
2018
Q1 | $8.3M | Buy |
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|
2017
Q4 | $8.12M | Sell |
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|
2017
Q3 | $8.45M | Buy |
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|
2017
Q2 | $7.07M | Buy |
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|
2017
Q1 | $1.3M | Sell |
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|
2016
Q4 | $5.24M | Buy |
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