Founders Financial Alliance’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.5K | Buy |
484
+105
| +28% | +$4.48K | ﹤0.01% | 575 |
|
|
2025
Q4 | $16.3K | Sell |
379
-149
| -28% | -$6.39K | ﹤0.01% | 482 |
|
|
2025
Q3 | $22.8K | Buy |
528
+164
| +45% | +$7.06K | ﹤0.01% | 555 |
|
|
2025
Q2 | $15.7K | Buy |
364
+6
| +2% | +$254 | ﹤0.01% | 436 |
|
|
2025
Q1 | $15.2K | Buy |
358
+5
| +1% | +$215 | ﹤0.01% | 509 |
|
|
2024
Q4 | $15.1K | Buy |
353
+8
| +2% | +$344 | ﹤0.01% | 459 |
|
|
2024
Q3 | $15K | Buy |
345
+6
| +2% | +$256 | ﹤0.01% | 465 |
|
|
2024
Q2 | $14.3K | Sell |
339
-68
| -17% | -$2.86K | ﹤0.01% | 452 |
|
|
2024
Q1 | $17.3K | Sell |
407
-258
| -39% | -$10.9K | 0.01% | 453 |
|
|
2023
Q4 | $28.1K | Buy |
665
+14
| +2% | +$577 | 0.01% | 380 |
|
|
2023
Q3 | $26.7K | Buy |
651
+9
| +1% | +$372 | 0.01% | 363 |
|
|
2023
Q2 | $26.6K | Sell |
642
-5
| -0.8% | -$206 | 0.01% | 393 |
|
|
2023
Q1 | $27K | Sell |
647
-16
| -2% | -$663 | 0.01% | 355 |
|
|
2022
Q4 | $27.1K | Buy |
663
+360
| +119% | +$14.7K | 0.01% | 377 |
|
|
2022
Q3 | $12K | Buy |
303
+5
| +2% | +$207 | 0.01% | 410 |
|
|
2022
Q2 | $12K | Buy |
298
+3
| +1% | +$127 | 0.01% | 427 |
|
|
2022
Q1 | $13K | Buy |
295
+3
| +1% | +$133 | 0.01% | 379 |
|
|
2021
Q4 | $13K | Buy |
292
+4
| +1% | +$181 | 0.01% | 415 |
|
|
2021
Q3 | $13K | Buy |
288
+173
| +150% | +$7.92K | 0.01% | 385 |
|
|
2021
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 447 |
|
|
2021
Q1 | $5K | Sell |
115
-626
| -84% | -$28.5K | ﹤0.01% | 431 |
|
|
2020
Q4 | $33K | Buy |
741
+71
| +11% | +$3.17K | 0.02% | 320 |
|
|
2020
Q3 | $29K | Buy |
+670
| New | +$29.4K | 0.02% | 482 |
|
Other funds holding SHYG
JSTA
NL
