GeoWealth 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 | $1.96M | Buy |
45,389
+10,820
| +31% | +$467K | 0.08% | 157 |
|
|
2025
Q1 | $1.47M | Buy |
34,569
+31,168
| +916% | +$1.33M | 0.06% | 201 |
|
|
2024
Q4 | $145K | Sell |
3,401
-154,371
| -98% | -$6.58M | ﹤0.01% | 868 |
|
|
2024
Q3 | $6.85M | Sell |
157,772
-25,867
| -14% | -$1.12M | 0.24% | 74 |
|
|
2024
Q2 | $7.75M | Buy |
183,639
+51,698
| +39% | +$2.18M | 0.34% | 44 |
|
|
2024
Q1 | $5.61M | Buy |
131,941
+25,588
| +24% | +$1.09M | 0.22% | 84 |
|
|
2023
Q4 | $4.49M | Buy |
106,353
+70,818
| +199% | +$2.99M | 0.37% | 69 |
|
|
2023
Q3 | $1.46M | Sell |
35,535
-32,878
| -48% | -$1.35M | 0.17% | 113 |
|
|
2023
Q2 | $2.84M | Sell |
68,413
-3,117
| -4% | -$129K | 0.31% | 68 |
|
|
2023
Q1 | $2.98M | Sell |
71,530
-4,593
| -6% | -$191K | 0.35% | 56 |
|
|
2022
Q4 | $3.11M | Sell |
76,123
-6,947
| -8% | -$284K | 0.33% | 64 |
|
|
2022
Q3 | $3.32M | Sell |
83,070
-60,735
| -42% | -$2.43M | 0.36% | 60 |
|
|
2022
Q2 | $5.83M | Buy |
143,805
+36,099
| +34% | +$1.46M | 0.78% | 31 |
|
|
2022
Q1 | $4.74M | Buy |
107,706
+85,884
| +394% | +$3.78M | 0.42% | 62 |
|
|
2021
Q4 | $989K | Buy |
21,822
+9,620
| +79% | +$436K | 0.08% | 151 |
|
|
2021
Q3 | $557K | Buy |
12,202
+2,527
| +26% | +$115K | 0.05% | 203 |
|
|
2021
Q2 | $446K | Buy |
9,675
+783
| +9% | +$36.1K | 0.06% | 158 |
|
|
2021
Q1 | $408K | Buy |
8,892
+3,251
| +58% | +$149K | 0.06% | 133 |
|
|
2020
Q4 | $246K | Buy |
5,641
+748
| +15% | +$32.6K | 0.04% | 182 |
|
|
2020
Q3 | $211K | Sell |
4,893
-338
| -6% | -$14.6K | 0.06% | 143 |
|
|
2020
Q2 | $224K | Buy |
+5,231
| New | +$224K | 0.09% | 143 |
|