FinDec Wealth Services’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 | – | Sell |
-7,066
| Closed | -$300K | – | 38 |
|
|
2025
Q1 | $300K | Sell |
7,066
-57,408
| -89% | -$2.44M | 0.3% | 33 |
|
|
2024
Q4 | $2.75M | Sell |
64,474
-5,815
| -8% | -$248K | 1.91% | 18 |
|
|
2024
Q3 | $3.05M | Buy |
70,289
+3,142
| +5% | +$136K | 1.77% | 18 |
|
|
2024
Q2 | $2.83M | Sell |
67,147
-77,887
| -54% | -$3.29M | 1.79% | 20 |
|
|
2024
Q1 | $6.17M | Buy |
145,034
+2,392
| +2% | +$102K | 3.88% | 9 |
|
|
2023
Q4 | $6.02M | Buy |
142,642
+36,561
| +34% | +$1.54M | 4.02% | 9 |
|
|
2023
Q3 | $4.35M | Buy |
106,081
+2,021
| +2% | +$82.9K | 3.14% | 15 |
|
|
2023
Q2 | $4.31M | Buy |
104,060
+6,111
| +6% | +$253K | 3.02% | 15 |
|
|
2023
Q1 | $4.08M | Sell |
97,949
-58,409
| -37% | -$2.43M | 3.09% | 15 |
|
|
2022
Q4 | $6.39M | Buy |
+156,358
| New | +$6.39M | 5.28% | 6 |
|