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FinDec Wealth Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

FinDec Wealth Services’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,066
Closed -$300K – 38
2025
Q1 		$300K Sell
7,066
-57,408
-89% -$2.46M 0.3% 33
2024
Q4 		$2.75M Sell
64,474
-5,815
-8% -$250K 1.91% 18
2024
Q3 		$3.05M Buy
70,289
+3,142
+5% +$134K 1.77% 18
2024
Q2 		$2.83M Sell
67,147
-77,887
-54% -$3.28M 1.79% 20
2024
Q1 		$6.17M Buy
145,034
+2,392
+2% +$101K 3.88% 9
2023
Q4 		$6.02M Buy
142,642
+36,561
+34% +$1.51M 4.02% 9
2023
Q3 		$4.35M Buy
106,081
+2,021
+2% +$83.5K 3.14% 15
2023
Q2 		$4.31M Buy
104,060
+6,111
+6% +$252K 3.02% 15
2023
Q1 		$4.08M Sell
97,949
-58,409
-37% -$2.42M 3.09% 15
2022
Q4 		$6.39M Buy
+156,358
New +$6.4M 5.28% 6

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