Diversify Advisory Services’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 | $1.51M | Buy |
35,070
+13,971
| +66% | +$600K | 0.06% | 235 |
|
|
2025
Q1 | $897K | Buy |
21,099
+2,699
| +15% | +$115K | 0.06% | 238 |
|
|
2024
Q4 | $784K | Sell |
18,400
-2,274
| -11% | -$96.9K | 0.04% | 270 |
|
|
2024
Q3 | $890K | Sell |
20,674
-636
| -3% | -$27.4K | 0.05% | 274 |
|
|
2024
Q2 | $900K | Sell |
21,310
-4,513
| -17% | -$191K | 0.05% | 265 |
|
|
2024
Q1 | $1.09M | Buy |
+25,823
| New | +$1.09M | 0.06% | 237 |
|