Financial Advisory Partners’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 | $9.38M | Sell |
217,415
-183,477
| -46% | -$7.92M | 2.95% | 8 |
|
|
2025
Q1 | $17M | Sell |
400,892
-191,789
| -32% | -$8.15M | 5.7% | 3 |
|
|
2024
Q4 | $25.3M | Buy |
592,681
+19,393
| +3% | +$826K | 8.39% | 3 |
|
|
2024
Q3 | $24.9M | Buy |
573,288
+101,633
| +22% | +$4.41M | 8.27% | 3 |
|
|
2024
Q2 | $19.9M | Buy |
471,655
+75,317
| +19% | +$3.18M | 7.44% | 3 |
|
|
2024
Q1 | $16.9M | Buy |
396,338
+19,814
| +5% | +$843K | 6.52% | 3 |
|
|
2023
Q4 | $15.9M | Buy |
376,524
+26,688
| +8% | +$1.13M | 5.78% | 3 |
|
|
2023
Q3 | $14.4M | Buy |
349,836
+15,180
| +5% | +$623K | 5.79% | 3 |
|
|
2023
Q2 | $13.9M | Buy |
334,656
+19,370
| +6% | +$803K | 5.34% | 3 |
|
|
2023
Q1 | $13.1M | Buy |
315,286
+3,652
| +1% | +$152K | 5.2% | 3 |
|
|
2022
Q4 | $12.7M | Buy |
311,634
+3,006
| +1% | +$123K | 5.25% | 3 |
|
|
2022
Q3 | $12.3M | Buy |
308,628
+5,276
| +2% | +$211K | 5.37% | 3 |
|
|
2022
Q2 | $12.3M | Buy |
303,352
+8,201
| +3% | +$333K | 5.08% | 3 |
|
|
2022
Q1 | $13M | Buy |
295,151
+22,944
| +8% | +$1.01M | 4.8% | 3 |
|
|
2021
Q4 | $12.3M | Buy |
+272,207
| New | +$12.3M | 4.5% | 3 |
|