Collective Family Office’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 |
-9,790
| Closed | -$416K | – | 161 |
|
|
2025
Q1 | $416K | Buy |
+9,790
| New | +$416K | 0.11% | 109 |
|
|
2024
Q4 | – | Sell |
-8,582
| Closed | -$373K | – | 172 |
|
|
2024
Q3 | $373K | Buy |
8,582
+1,162
| +16% | +$50.5K | 0.1% | 130 |
|
|
2024
Q2 | $313K | Sell |
7,420
-5,548
| -43% | -$234K | 0.09% | 143 |
|
|
2024
Q1 | $552K | Sell |
12,968
-233
| -2% | -$9.91K | 0.18% | 105 |
|
|
2023
Q4 | $557K | Buy |
+13,201
| New | +$557K | 0.2% | 97 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$399K | – | 186 |
|
|
2022
Q3 | $399K | Buy |
+10,000
| New | +$399K | 0.2% | 113 |
|
|
2022
Q2 | – | Sell |
-17,200
| Closed | -$756K | – | 198 |
|
|
2022
Q1 | $756K | Buy |
+17,200
| New | +$756K | 0.29% | 92 |
|