FWL Investment Management’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 | $93K | Buy |
2,156
+2,001
| +1,291% | +$86.3K | 0.03% | 122 |
|
|
2025
Q1 | $6.59K | Buy |
155
+20
| +15% | +$850 | ﹤0.01% | 242 |
|
|
2024
Q4 | $5.75K | Sell |
135
-5
| -4% | -$213 | ﹤0.01% | 262 |
|
|
2024
Q3 | $6.08K | Hold |
140
| – | – | ﹤0.01% | 252 |
|
|
2024
Q2 | $5.91K | Buy |
140
+5
| +4% | +$211 | ﹤0.01% | 205 |
|
|
2024
Q1 | $5.74K | Hold |
135
| – | – | ﹤0.01% | 187 |
|
|
2023
Q4 | $5.7K | Sell |
135
-10
| -7% | -$422 | ﹤0.01% | 186 |
|
|
2023
Q3 | $5.95K | Buy |
+145
| New | +$5.95K | ﹤0.01% | 157 |
|
|
2023
Q1 | – | Sell |
-332
| Closed | -$13.6K | – | 175 |
|
|
2022
Q4 | $13.6K | Buy |
+332
| New | +$13.6K | 0.01% | 130 |
|