Creative Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
534,206
-23,237
| -4% | -$1M | 0.02% | 310 |
|
|
2025
Q1 | $23.7M | Buy |
557,443
+22,119
| +4% | +$940K | 0.02% | 289 |
|
|
2024
Q4 | $22.8M | Sell |
535,324
-10,339
| -2% | -$441K | 0.02% | 268 |
|
|
2024
Q3 | $23.7M | Buy |
545,663
+38,250
| +8% | +$1.66M | 0.02% | 249 |
|
|
2024
Q2 | $21.4M | Buy |
507,413
+37,962
| +8% | +$1.6M | 0.02% | 251 |
|
|
2024
Q1 | $20M | Buy |
469,451
+111,409
| +31% | +$4.74M | 0.02% | 264 |
|
|
2023
Q4 | $15.1M | Buy |
358,042
+55,846
| +18% | +$2.36M | 0.03% | 300 |
|
|
2023
Q3 | $12.4M | Buy |
302,196
+23,629
| +8% | +$969K | 0.02% | 318 |
|
|
2023
Q2 | $11.5M | Buy |
278,567
+56,267
| +25% | +$2.33M | 0.02% | 321 |
|
|
2023
Q1 | $9.27M | Buy |
222,300
+1,159
| +0.5% | +$48.3K | 0.01% | 356 |
|
|
2022
Q4 | $9.04M | Buy |
221,141
+87,773
| +66% | +$3.59M | 0.01% | 348 |
|
|
2022
Q3 | $5.33M | Buy |
133,368
+1,839
| +1% | +$73.5K | 0.01% | 423 |
|
|
2022
Q2 | $5.33M | Buy |
131,529
+58,688
| +81% | +$2.38M | 0.01% | 437 |
|
|
2022
Q1 | $3.2M | Sell |
72,841
-23,679
| -25% | -$1.04M | 0.01% | 574 |
|
|
2021
Q4 | $4.37M | Sell |
96,520
-27,291
| -22% | -$1.24M | 0.01% | 450 |
|
|
2021
Q3 | $5.66M | Buy |
123,811
+76,120
| +160% | +$3.48M | 0.01% | 389 |
|
|
2021
Q2 | $2.2M | Buy |
47,691
+14,624
| +44% | +$674K | ﹤0.01% | 642 |
|
|
2021
Q1 | $1.52M | Sell |
33,067
-4,584
| -12% | -$210K | ﹤0.01% | 824 |
|
|
2020
Q4 | $1.71M | Buy |
37,651
+800
| +2% | +$36.4K | ﹤0.01% | 725 |
|
|
2020
Q3 | $1.62M | Buy |
36,851
+5,263
| +17% | +$231K | ﹤0.01% | 628 |
|
|
2020
Q2 | $1.36M | Sell |
31,588
-2,609
| -8% | -$112K | ﹤0.01% | 627 |
|
|
2020
Q1 | $1.4M | Sell |
34,197
-15,995
| -32% | -$654K | 0.01% | 533 |
|
|
2019
Q4 | $2.33M | Buy |
50,192
+13,983
| +39% | +$649K | 0.01% | 467 |
|
|
2019
Q3 | $1.68M | Buy |
36,209
+3,255
| +10% | +$151K | 0.01% | 547 |
|
|
2019
Q2 | $1.54M | Sell |
32,954
-15,687
| -32% | -$733K | 0.01% | 578 |
|
|
2019
Q1 | $2.27M | Buy |
48,641
+3,510
| +8% | +$164K | 0.01% | 423 |
|
|
2018
Q4 | $2.01M | Sell |
45,131
-644,048
| -93% | -$28.7M | 0.01% | 421 |
|
|
2018
Q3 | $32.4M | Sell |
689,179
-353,423
| -34% | -$16.6M | 0.12% | 72 |
|
|
2018
Q2 | $48.6M | Sell |
1,042,602
-1,339,399
| -56% | -$62.4M | 0.19% | 53 |
|
|
2018
Q1 | $111M | Sell |
2,382,001
-633,143
| -21% | -$29.6M | 0.45% | 30 |
|
|
2017
Q4 | $142M | Buy |
3,015,144
+680,251
| +29% | +$32.1M | 0.61% | 25 |
|
|
2017
Q3 | $112M | Buy |
2,334,893
+1,457,349
| +166% | +$69.7M | 0.52% | 28 |
|
|
2017
Q2 | $42M | Buy |
877,544
+874,282
| +26,802% | +$41.8M | 0.21% | 48 |
|
|
2017
Q1 | $156K | Buy |
3,262
+1,466
| +82% | +$70.1K | ﹤0.01% | 1639 |
|
|
2016
Q4 | $85K | Buy |
1,796
+475
| +36% | +$22.5K | ﹤0.01% | 1965 |
|
|
2016
Q3 | $62K | Sell |
1,321
-11
| -0.8% | -$516 | ﹤0.01% | 2172 |
|
|
2016
Q2 | $62K | Buy |
1,332
+1,050
| +372% | +$48.9K | ﹤0.01% | 1981 |
|
|
2016
Q1 | $13K | Buy |
282
+278
| +6,950% | +$12.8K | ﹤0.01% | 3033 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4402 |
|