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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Buy |
364
+6
| +2% | +$259 | ﹤0.01% | 436 |
|
|
2025
Q1 | $15.2K | Buy |
358
+5
| +1% | +$212 | ﹤0.01% | 509 |
|
|
2024
Q4 | $15.1K | Buy |
353
+8
| +2% | +$341 | ﹤0.01% | 459 |
|
|
2024
Q3 | $15K | Buy |
345
+6
| +2% | +$261 | ﹤0.01% | 465 |
|
|
2024
Q2 | $14.3K | Sell |
339
-68
| -17% | -$2.87K | ﹤0.01% | 452 |
|
|
2024
Q1 | $17.3K | Sell |
407
-258
| -39% | -$11K | 0.01% | 453 |
|
|
2023
Q4 | $28.1K | Buy |
665
+14
| +2% | +$591 | 0.01% | 380 |
|
|
2023
Q3 | $26.7K | Buy |
651
+9
| +1% | +$369 | 0.01% | 363 |
|
|
2023
Q2 | $26.6K | Sell |
642
-5
| -0.8% | -$207 | 0.01% | 393 |
|
|
2023
Q1 | $27K | Sell |
647
-16
| -2% | -$667 | 0.01% | 354 |
|
|
2022
Q4 | $27.1K | Buy |
663
+360
| +119% | +$14.7K | 0.01% | 377 |
|
|
2022
Q3 | $12K | Buy |
303
+5
| +2% | +$198 | 0.01% | 410 |
|
|
2022
Q2 | $12K | Buy |
298
+3
| +1% | +$121 | 0.01% | 427 |
|
|
2022
Q1 | $13K | Buy |
295
+3
| +1% | +$132 | 0.01% | 379 |
|
|
2021
Q4 | $13K | Buy |
292
+4
| +1% | +$178 | 0.01% | 415 |
|
|
2021
Q3 | $13K | Buy |
288
+173
| +150% | +$7.81K | 0.01% | 385 |
|
|
2021
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 447 |
|
|
2021
Q1 | $5K | Sell |
115
-626
| -84% | -$27.2K | ﹤0.01% | 431 |
|
|
2020
Q4 | $33K | Buy |
741
+71
| +11% | +$3.16K | 0.02% | 320 |
|
|
2020
Q3 | $29K | Buy |
+670
| New | +$29K | 0.02% | 482 |
|