Chicago Partners Investment 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 | $1.59M | Buy |
36,822
+5,865
| +19% | +$253K | 0.05% | 298 |
|
|
2025
Q1 | $1.31M | Buy |
30,957
+5,354
| +21% | +$226K | 0.04% | 310 |
|
|
2024
Q4 | $1.1M | Buy |
25,603
+3,218
| +14% | +$138K | 0.04% | 326 |
|
|
2024
Q3 | $961K | Buy |
22,385
+2,050
| +10% | +$88K | 0.03% | 335 |
|
|
2024
Q2 | $866K | Buy |
20,335
+4,052
| +25% | +$173K | 0.03% | 348 |
|
|
2024
Q1 | $686K | Buy |
16,283
+7,478
| +85% | +$315K | 0.03% | 385 |
|
|
2023
Q4 | $372K | Buy |
+8,805
| New | +$372K | 0.02% | 491 |
|
|
2018
Q4 | – | Sell |
-517
| Closed | -$24K | – | 812 |
|
|
2018
Q3 | $24K | Hold |
517
| – | – | ﹤0.01% | 653 |
|
|
2018
Q2 | $24K | Hold |
517
| – | – | ﹤0.01% | 628 |
|
|
2018
Q1 | $24K | Hold |
517
| – | – | ﹤0.01% | 588 |
|
|
2017
Q4 | $24K | Hold |
517
| – | – | ﹤0.01% | 582 |
|
|
2017
Q3 | $25K | Buy |
+517
| New | +$25K | ﹤0.01% | 573 |
|