DK
David Kennon’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 | $3.96M | Sell |
91,681
-26,009
| -22% | -$1.12M | 1.48% | 18 |
|
|
2025
Q1 | $5M | Sell |
117,690
-96
| -0.1% | -$4.08K | 1.99% | 17 |
|
|
2024
Q4 | $5.02M | Buy |
117,786
+3,443
| +3% | +$147K | 1.98% | 16 |
|
|
2024
Q3 | $4.96M | Buy |
114,343
+2,248
| +2% | +$97.6K | 1.95% | 17 |
|
|
2024
Q2 | $4.73M | Buy |
112,095
+1,828
| +2% | +$77.1K | 1.99% | 17 |
|
|
2024
Q1 | $4.69M | Buy |
110,267
+538
| +0.5% | +$22.9K | 2.01% | 17 |
|
|
2023
Q4 | $4.63M | Sell |
109,729
-89,287
| -45% | -$3.77M | 2.08% | 16 |
|
|
2023
Q3 | $8.17M | Buy |
199,016
+731
| +0.4% | +$30K | 3.91% | 9 |
|
|
2023
Q2 | $8.22M | Sell |
198,285
-1,304
| -0.7% | -$54.1K | 3.83% | 8 |
|
|
2023
Q1 | $8.32M | Buy |
+199,589
| New | +$8.32M | 4.06% | 8 |
|