EFG Asset Management (Americas)’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 | $5.68M | Buy |
131,752
+102,357
| +348% | +$4.42M | 1.05% | 31 |
|
2025
Q1 | $1.25M | Buy |
29,395
+10,637
| +57% | +$452K | 0.25% | 105 |
|
2024
Q4 | $799K | Buy |
18,758
+1,575
| +9% | +$67.1K | 0.16% | 109 |
|
2024
Q3 | $746K | Buy |
17,183
+477
| +3% | +$20.7K | 0.15% | 109 |
|
2024
Q2 | $705K | Buy |
+16,706
| New | +$705K | 0.14% | 110 |
|
2024
Q1 | – | Sell |
-16,467
| Closed | -$695K | – | 142 |
|
2023
Q4 | $695K | Buy |
16,467
+1,075
| +7% | +$45.4K | 0.15% | 108 |
|
2023
Q3 | $632K | Buy |
15,392
+9,044
| +142% | +$371K | 0.15% | 107 |
|
2023
Q2 | $263K | Hold |
6,348
| – | – | 0.06% | 132 |
|
2023
Q1 | $265K | Buy |
6,348
+1,422
| +29% | +$59.3K | 0.06% | 125 |
|
2022
Q4 | $201K | Buy |
+4,926
| New | +$201K | 0.05% | 128 |
|
2022
Q2 | – | Sell |
-4,869
| Closed | -$214K | – | 136 |
|
2022
Q1 | $214K | Buy |
+4,869
| New | +$214K | 0.04% | 133 |
|