FOCUS 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 | $232K | Hold |
5,372
| – | – | 0.12% | 56 |
|
|
2025
Q1 | $228K | Hold |
5,372
| – | – | 0.13% | 56 |
|
|
2024
Q4 | $229K | Hold |
5,372
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $233K | Hold |
5,372
| – | – | 0.12% | 58 |
|
|
2024
Q2 | $227K | Hold |
5,372
| – | – | 0.12% | 59 |
|
|
2024
Q1 | $229K | Hold |
5,372
| – | – | 0.12% | 54 |
|
|
2023
Q4 | $227K | Hold |
5,372
| – | – | 0.14% | 54 |
|
|
2023
Q3 | $220K | Hold |
5,372
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $223K | Hold |
5,372
| – | – | 0.15% | 54 |
|
|
2023
Q1 | $224K | Hold |
5,372
| – | – | 0.15% | 60 |
|
|
2022
Q4 | $220K | Hold |
5,372
| – | – | 0.15% | 47 |
|
|
2022
Q3 | $215K | Hold |
5,372
| – | – | 0.15% | 47 |
|
|
2022
Q2 | $218K | Hold |
5,372
| – | – | 0.15% | 42 |
|
|
2022
Q1 | $236K | Hold |
5,372
| – | – | 0.14% | 43 |
|
|
2021
Q4 | $243K | Hold |
5,372
| – | – | 0.15% | 40 |
|
|
2021
Q3 | $246K | Hold |
5,372
| – | – | 0.17% | 40 |
|
|
2021
Q2 | $247K | Buy |
+5,372
| New | +$247K | 0.17% | 40 |
|