Diversified Portfolios Inc’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 | $784K | Buy |
18,176
+1,006
| +6% | +$43.4K | 0.07% | 94 |
|
|
2025
Q1 | $730K | Sell |
17,170
-200
| -1% | -$8.5K | 0.08% | 94 |
|
|
2024
Q4 | $740K | Hold |
17,370
| – | – | 0.08% | 92 |
|
|
2024
Q3 | $754K | Hold |
17,370
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $733K | Buy |
17,370
+300
| +2% | +$12.7K | 0.1% | 86 |
|
|
2024
Q1 | $726K | Buy |
17,070
+3,150
| +23% | +$134K | 0.1% | 78 |
|
|
2023
Q4 | $588K | Buy |
13,920
+2,420
| +21% | +$102K | 0.09% | 87 |
|
|
2023
Q3 | $472K | Buy |
11,500
+1,750
| +18% | +$71.8K | 0.09% | 86 |
|
|
2023
Q2 | $404K | Hold |
9,750
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $406K | Buy |
+9,750
| New | +$406K | 0.09% | 100 |
|