Gallagher Fiduciary 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 | $3.69M | Sell |
85,462
-705,458
| -89% | -$30.4M | 0.14% | 35 |
|
|
2025
Q1 | $33.6M | Buy |
790,920
+651
| +0.1% | +$27.7K | 1.11% | 8 |
|
|
2024
Q4 | $33.7M | Sell |
790,269
-56,723
| -7% | -$2.42M | 6.59% | 2 |
|
|
2024
Q3 | $36.8M | Buy |
846,992
+49,405
| +6% | +$2.15M | 7.45% | 2 |
|
|
2024
Q2 | $33.7M | Sell |
797,587
-3,385
| -0.4% | -$143K | 7.54% | 1 |
|
|
2024
Q1 | $34.1M | Sell |
800,972
-19,754
| -2% | -$841K | 1.21% | 8 |
|
|
2023
Q4 | $34.7M | Sell |
820,726
-10,379
| -1% | -$438K | 1.19% | 6 |
|
|
2023
Q3 | $34.1M | Buy |
831,105
+184,747
| +29% | +$7.58M | 3% | 5 |
|
|
2023
Q2 | $26.8M | Sell |
646,358
-415
| -0.1% | -$17.2K | 2.04% | 9 |
|
|
2023
Q1 | $27M | Buy |
+646,773
| New | +$27M | 2.23% | 9 |
|