D.L. Carlson Investment Group’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 | $1.72M | Sell |
39,793
-2,730
| -6% | -$118K | 0.31% | 76 |
|
|
2025
Q1 | $1.81M | Buy |
42,523
+354
| +0.8% | +$15.1K | 0.35% | 81 |
|
|
2024
Q4 | $1.8M | Buy |
42,169
+1,735
| +4% | +$73.9K | 0.32% | 78 |
|
|
2024
Q3 | $1.76M | Buy |
40,434
+1,838
| +5% | +$79.8K | 0.32% | 83 |
|
|
2024
Q2 | $1.63M | Sell |
38,596
-1,285
| -3% | -$54.2K | 0.31% | 85 |
|
|
2024
Q1 | $1.7M | Buy |
39,881
+720
| +2% | +$30.6K | 0.33% | 77 |
|
|
2023
Q4 | $1.66M | Buy |
39,161
+4,835
| +14% | +$205K | 0.34% | 73 |
|
|
2023
Q3 | $1.41M | Buy |
34,326
+2,635
| +8% | +$108K | 0.28% | 78 |
|
|
2023
Q2 | $1.31M | Buy |
+31,691
| New | +$1.31M | 0.25% | 84 |
|