Carr Financial Group’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 | $1.2M | Buy |
27,805
+3,191
| +13% | +$138K | 0.35% | 51 |
|
|
2025
Q1 | $1.05M | Buy |
24,614
+4,077
| +20% | +$173K | 0.34% | 59 |
|
|
2024
Q4 | $875K | Sell |
20,537
-84
| -0.4% | -$3.58K | 0.27% | 65 |
|
|
2024
Q3 | $895K | Sell |
20,621
-2,761
| -12% | -$120K | 0.26% | 69 |
|
|
2024
Q2 | $987K | Sell |
23,382
-11,510
| -33% | -$486K | 0.31% | 61 |
|
|
2024
Q1 | $1.48M | Sell |
34,892
-5,057
| -13% | -$215K | 0.49% | 39 |
|
|
2023
Q4 | $1.69M | Buy |
39,949
+1,589
| +4% | +$67.1K | 0.62% | 31 |
|
|
2023
Q3 | $1.58M | Buy |
38,360
+3,767
| +11% | +$155K | 0.63% | 31 |
|
|
2023
Q2 | $1.43M | Sell |
34,593
-24,191
| -41% | -$1M | 0.57% | 34 |
|
|
2023
Q1 | $2.45M | Buy |
58,784
+53,758
| +1,070% | +$2.24M | 1.08% | 19 |
|
|
2022
Q4 | $206K | Buy |
+5,026
| New | +$206K | 0.11% | 157 |
|