Global Assets Advisory’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 | – | Sell |
-9,311
| Closed | -$389K | – | 286 |
|
2025
Q1 | $389K | Buy |
+9,311
| New | +$389K | 0.07% | 187 |
|
2024
Q2 | – | Sell |
-104,371
| Closed | -$2.48M | – | 428 |
|
2024
Q1 | $2.48M | Buy |
+104,371
| New | +$2.48M | 0.11% | 140 |
|
2023
Q3 | – | Sell |
-8,813
| Closed | -$365K | – | 141 |
|
2023
Q2 | $365K | Buy |
8,813
+3,708
| +73% | +$154K | 0.33% | 80 |
|
2023
Q1 | $212K | Buy |
+5,105
| New | +$212K | 0.22% | 108 |
|