Coppell Advisory Solutions’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
Q1 | – | Sell |
-6,337
| Closed | -$270K | – | 1585 |
|
|
2024
Q4 | $270K | Sell |
6,337
-695
| -10% | -$29.6K | 0.04% | 233 |
|
|
2024
Q3 | $305K | Sell |
7,032
-1,740
| -20% | -$75.6K | 0.04% | 216 |
|
|
2024
Q2 | $370K | Buy |
+8,772
| New | +$370K | 0.06% | 184 |
|
|
2023
Q4 | $747K | Buy |
+17,691
| New | +$747K | 0.15% | 130 |
|
|
2023
Q3 | – | Sell |
-234
| Closed | -$9.66K | – | 1495 |
|
|
2023
Q2 | $9.66K | Sell |
234
-7,213
| -97% | -$298K | ﹤0.01% | 696 |
|
|
2023
Q1 | $308K | Buy |
+7,447
| New | +$308K | 0.1% | 154 |
|