Clearstead 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 | $11.3M | Buy |
260,974
+108,019
| +71% | +$4.66M | 0.16% | 120 |
|
|
2025
Q1 | $6.5M | Buy |
152,955
+96
| +0.1% | +$4.08K | 0.1% | 149 |
|
|
2024
Q4 | $6.51M | Sell |
152,859
-86,135
| -36% | -$3.67M | 0.1% | 150 |
|
|
2024
Q3 | $10.4M | Sell |
238,994
-2,077
| -0.9% | -$90.2K | 0.16% | 130 |
|
|
2024
Q2 | $10.2M | Buy |
241,071
+240,826
| +98,296% | +$10.2M | 0.17% | 122 |
|
|
2024
Q1 | $10.3K | Buy |
245
+108
| +79% | +$4.55K | ﹤0.01% | 1053 |
|
|
2023
Q4 | $5.79K | Buy |
+137
| New | +$5.79K | ﹤0.01% | 1145 |
|
|
2022
Q2 | – | Sell |
-493
| Closed | -$22K | – | 1427 |
|
|
2022
Q1 | $22K | Hold |
493
| – | – | ﹤0.01% | 848 |
|
|
2021
Q4 | $22K | Sell |
493
-967
| -66% | -$43.2K | ﹤0.01% | 802 |
|
|
2021
Q3 | $67K | Buy |
+1,460
| New | +$67K | 0.01% | 561 |
|