Fulton Breakefield Broenniman’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 | $3.34M | Sell |
77,394
-24,827
| -24% | -$1.07M | 0.23% | 63 |
|
|
2025
Q1 | $4.35M | Buy |
102,221
+8,548
| +9% | +$363K | 0.31% | 59 |
|
|
2024
Q4 | $3.99M | Buy |
93,673
+6,727
| +8% | +$287K | 0.29% | 64 |
|
|
2024
Q3 | $3.78M | Buy |
86,946
+10,734
| +14% | +$466K | 0.26% | 65 |
|
|
2024
Q2 | $3.22M | Buy |
76,212
+12,344
| +19% | +$521K | 0.24% | 64 |
|
|
2024
Q1 | $2.72M | Buy |
63,868
+23,813
| +59% | +$1.01M | 0.21% | 63 |
|
|
2023
Q4 | $1.69M | Buy |
40,055
+6,921
| +21% | +$292K | 0.14% | 72 |
|
|
2023
Q3 | $1.36M | Buy |
33,134
+6,074
| +22% | +$249K | 0.12% | 79 |
|
|
2023
Q2 | $1.12M | Buy |
+27,060
| New | +$1.12M | 0.09% | 85 |
|