Financial Network Wealth 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 | $477K | Sell |
11,062
-85
| -0.8% | -$3.67K | 0.58% | 33 |
|
2025
Q1 | $474K | Buy |
11,147
+5,595
| +101% | +$238K | 0.62% | 32 |
|
2024
Q4 | $237K | Sell |
5,552
-14,841
| -73% | -$632K | 0.44% | 47 |
|
2024
Q3 | $885K | Sell |
20,393
-131
| -0.6% | -$5.69K | 0.73% | 28 |
|
2024
Q2 | $866K | Sell |
20,524
-1,969
| -9% | -$83.1K | 0.65% | 33 |
|
2024
Q1 | $957K | Buy |
22,493
+144
| +0.6% | +$6.13K | 0.95% | 30 |
|
2023
Q4 | $944K | Buy |
+22,349
| New | +$944K | 1% | 25 |
|