Gerber Kawasaki Wealth & 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 | $4.54M | Buy |
105,287
+47,268
| +81% | +$2.04M | 0.18% | 84 |
|
|
2025
Q1 | $2.47M | Buy |
58,019
+32,829
| +130% | +$1.4M | 0.11% | 98 |
|
|
2024
Q4 | $1.07M | Buy |
25,190
+3,098
| +14% | +$132K | 0.05% | 137 |
|
|
2024
Q3 | $959K | Buy |
22,092
+1,370
| +7% | +$59.5K | 0.04% | 136 |
|
|
2024
Q2 | $875K | Sell |
20,722
-148
| -0.7% | -$6.25K | 0.04% | 137 |
|
|
2024
Q1 | $888K | Buy |
20,870
+3,051
| +17% | +$130K | 0.05% | 135 |
|
|
2023
Q4 | $752K | Buy |
17,819
+7,274
| +69% | +$307K | 0.05% | 144 |
|
|
2023
Q3 | $433K | Buy |
10,545
+2,093
| +25% | +$85.9K | 0.03% | 170 |
|
|
2023
Q2 | $350K | Buy |
8,452
+1,100
| +15% | +$45.6K | 0.02% | 185 |
|
|
2023
Q1 | $306K | Buy |
+7,352
| New | +$306K | 0.02% | 194 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$3K | – | 948 |
|
|
2021
Q3 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 842 |
|