Envestnet Portfolio Solutions’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 | $4.85M | Buy |
112,427
+74,375
| +195% | +$3.21M | 0.02% | 371 |
|
2025
Q1 | $1.62M | Sell |
38,052
-27,093
| -42% | -$1.15M | 0.01% | 650 |
|
2024
Q4 | $2.78M | Sell |
65,145
-7,000
| -10% | -$298K | 0.01% | 562 |
|
2024
Q3 | $3.13M | Sell |
72,145
-26,748
| -27% | -$1.16M | 0.01% | 518 |
|
2024
Q2 | $4.17M | Buy |
98,893
+44,943
| +83% | +$1.9M | 0.01% | 415 |
|
2024
Q1 | $2.3M | Sell |
53,950
-3,450
| -6% | -$147K | 0.01% | 589 |
|
2023
Q4 | $2.42M | Buy |
57,400
+17,422
| +44% | +$736K | 0.01% | 536 |
|
2023
Q3 | $1.64M | Buy |
+39,978
| New | +$1.64M | 0.01% | 609 |
|