Destiny Wealth Partners’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 | – | Sell |
-21,959
| Closed | -$934K | – | 200 |
|
|
2025
Q1 | $934K | Sell |
21,959
-1,301
| -6% | -$55.3K | 0.15% | 85 |
|
|
2024
Q4 | $991K | Sell |
23,260
-291
| -1% | -$12.4K | 0.16% | 81 |
|
|
2024
Q3 | $1.02M | Sell |
23,551
-227
| -1% | -$9.86K | 0.18% | 81 |
|
|
2024
Q2 | $1M | Buy |
+23,778
| New | +$1M | 0.18% | 78 |
|
|
2023
Q3 | – | Sell |
-274,059
| Closed | -$11.4M | – | 173 |
|
|
2023
Q2 | $11.4M | Sell |
274,059
-19,718
| -7% | -$819K | 2.18% | 12 |
|
|
2023
Q1 | $12.2M | Sell |
293,777
-69,795
| -19% | -$2.91M | 2.53% | 10 |
|
|
2022
Q4 | $14.9M | Buy |
363,572
+176,557
| +94% | +$7.22M | 3.22% | 4 |
|
|
2022
Q3 | $7.47M | Sell |
187,015
-4,489
| -2% | -$179K | 1.68% | 20 |
|
|
2022
Q2 | $7.77M | Sell |
191,504
-8,286
| -4% | -$336K | 1.71% | 20 |
|
|
2022
Q1 | $8.78M | Buy |
199,790
+198,032
| +11,265% | +$8.71M | 1.71% | 19 |
|
|
2021
Q4 | $80K | Hold |
1,758
| – | – | 0.02% | 254 |
|
|
2021
Q3 | $80K | Buy |
+1,758
| New | +$80K | 0.02% | 234 |
|
|
2021
Q2 | – | Sell |
-1,855
| Closed | -$85K | – | 449 |
|
|
2021
Q1 | $85K | Sell |
1,855
-8,532
| -82% | -$391K | 0.02% | 213 |
|
|
2020
Q4 | $472K | Buy |
+10,387
| New | +$472K | 0.1% | 107 |
|