Farther Finance Advisors’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 | $1.54M | Buy |
35,711
+4,280
| +14% | +$185K | 0.03% | 446 |
|
|
2025
Q1 | $1.33M | Buy |
31,431
+13,865
| +79% | +$587K | 0.03% | 407 |
|
|
2024
Q4 | $749K | Sell |
17,566
-5,825
| -25% | -$248K | 0.03% | 461 |
|
|
2024
Q3 | $1.02M | Buy |
23,391
+3,014
| +15% | +$131K | 0.04% | 346 |
|
|
2024
Q2 | $855K | Buy |
20,377
+4,883
| +32% | +$205K | 0.04% | 334 |
|
|
2024
Q1 | $653K | Sell |
15,494
-4,936
| -24% | -$208K | 0.04% | 333 |
|
|
2023
Q4 | $863K | Buy |
20,430
+8,316
| +69% | +$351K | 0.06% | 256 |
|
|
2023
Q3 | $497K | Sell |
12,114
-3,167
| -21% | -$130K | 0.08% | 207 |
|
|
2023
Q2 | $633K | Sell |
15,281
-6,920
| -31% | -$287K | 0.14% | 137 |
|
|
2023
Q1 | $925K | Sell |
22,201
-6,819
| -23% | -$284K | 0.27% | 72 |
|
|
2022
Q4 | $1.19M | Buy |
+29,020
| New | +$1.19M | 0.46% | 39 |
|