Focus Partners Wealth’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 | $662K | Buy |
15,334
+1,212
| +9% | +$52.3K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $600K | Sell |
14,122
-1,279
| -8% | -$54.4K | ﹤0.01% | 1253 |
|
|
2024
Q4 | $656K | Sell |
15,401
-152,193
| -91% | -$6.48M | ﹤0.01% | 1200 |
|
|
2024
Q3 | $43.5M | Buy |
167,594
+161,454
| +2,630% | +$41.9M | 0.14% | 160 |
|
|
2024
Q2 | $259K | Hold |
6,140
| – | – | ﹤0.01% | 1107 |
|
|
2024
Q1 | $261K | Buy |
6,140
+1,140
| +23% | +$48.5K | ﹤0.01% | 876 |
|
|
2023
Q4 | $211K | Buy |
+5,000
| New | +$211K | ﹤0.01% | 749 |
|