EPG Wealth Management’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 | $101K | Buy |
2,346
+173
| +8% | +$7.46K | 0.03% | 203 |
|
|
2025
Q1 | $92.4K | Sell |
2,173
-72
| -3% | -$3.06K | 0.03% | 256 |
|
|
2024
Q4 | $95.7K | Hold |
2,245
| – | – | 0.03% | 262 |
|
|
2024
Q3 | $97.5K | Buy |
+2,245
| New | +$97.5K | 0.02% | 266 |
|
|
2024
Q2 | – | Sell |
-2,322
| Closed | -$98.8K | – | 281 |
|
|
2024
Q1 | $98.8K | Hold |
2,322
| – | – | 0.02% | 282 |
|
|
2023
Q4 | $97.8K | Hold |
2,322
| – | – | 0.03% | 267 |
|
|
2023
Q3 | $95.3K | Sell |
2,322
-469
| -17% | -$19.2K | 0.03% | 263 |
|
|
2023
Q2 | $116K | Sell |
2,791
-278
| -9% | -$11.5K | 0.03% | 253 |
|
|
2023
Q1 | $128K | Buy |
+3,069
| New | +$128K | 0.04% | 253 |
|
|
2022
Q2 | – | Sell |
-488
| Closed | -$21K | – | 369 |
|
|
2022
Q1 | $21K | Hold |
488
| – | – | 0.01% | 330 |
|
|
2021
Q4 | $22K | Hold |
488
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $22K | Buy |
+488
| New | +$22K | 0.01% | 311 |
|
|
2020
Q2 | – | Sell |
-488
| Closed | -$20K | – | 653 |
|
|
2020
Q1 | $20K | Hold |
488
| – | – | 0.01% | 398 |
|
|
2019
Q4 | $23K | Buy |
+488
| New | +$23K | 0.02% | 332 |
|