Creative Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
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|
2025
Q1 | $23.7M | Buy |
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|
2024
Q4 | $22.8M | Sell |
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|
2024
Q3 | $23.7M | Buy |
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|
2024
Q2 | $21.4M | Buy |
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|
2024
Q1 | $20M | Buy |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $9.27M | Buy |
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|
2022
Q4 | $9.04M | Buy |
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|
2022
Q3 | $5.33M | Buy |
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|
2022
Q2 | $5.33M | Buy |
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|
2022
Q1 | $3.2M | Sell |
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|
2021
Q4 | $4.37M | Sell |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $2.2M | Buy |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $2.33M | Buy |
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|
2019
Q3 | $1.68M | Buy |
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|
2019
Q2 | $1.54M | Sell |
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|
2019
Q1 | $2.27M | Buy |
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|
2018
Q4 | $2.01M | Sell |
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|
2018
Q3 | $32.4M | Sell |
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|
2018
Q2 | $48.6M | Sell |
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|
2018
Q1 | $111M | Sell |
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|
2017
Q4 | $142M | Buy |
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|
2017
Q3 | $112M | Buy |
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|
2017
Q2 | $42M | Buy |
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|
2017
Q1 | $156K | Buy |
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|
2016
Q4 | $85K | Buy |
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|
2016
Q3 | $62K | Sell |
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|
2016
Q2 | $62K | Buy |
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|
2016
Q1 | $13K | Buy |
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|
2015
Q4 | $0 | Buy |
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