Global Retirement Partners’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 | $489K | Buy |
+11,331
| New | +$489K | 0.01% | 718 |
|
|
2024
Q4 | $337K | Buy |
7,909
+114
| +1% | +$4.86K | 0.01% | 758 |
|
|
2024
Q3 | $338K | Buy |
7,795
+1,238
| +19% | +$53.8K | 0.01% | 747 |
|
|
2024
Q2 | $277K | Buy |
6,557
+1,440
| +28% | +$60.8K | 0.01% | 775 |
|
|
2024
Q1 | $218K | Buy |
5,117
+600
| +13% | +$25.5K | 0.01% | 764 |
|
|
2023
Q4 | $191K | Sell |
4,517
-2,075
| -31% | -$87.7K | 0.01% | 767 |
|
|
2023
Q3 | $267K | Buy |
6,592
+143
| +2% | +$5.79K | 0.01% | 578 |
|
|
2023
Q2 | $267K | Sell |
6,449
-64
| -1% | -$2.65K | 0.01% | 594 |
|
|
2023
Q1 | $268K | Sell |
6,513
-16,359
| -72% | -$673K | 0.01% | 571 |
|
|
2022
Q4 | $935K | Buy |
22,872
+4,455
| +24% | +$182K | 0.06% | 265 |
|
|
2022
Q3 | $752K | Buy |
18,417
+16,173
| +721% | +$660K | 0.06% | 296 |
|
|
2022
Q2 | $91K | Sell |
2,244
-44
| -2% | -$1.78K | 0.01% | 779 |
|
|
2022
Q1 | $96K | Buy |
+2,288
| New | +$96K | 0.01% | 772 |
|
|
2021
Q4 | – | Sell |
-2,182
| Closed | -$100K | – | 1530 |
|
|
2021
Q3 | $100K | Sell |
2,182
-592
| -21% | -$27.1K | 0.01% | 652 |
|
|
2021
Q2 | $128K | Buy |
2,774
+278
| +11% | +$12.8K | 0.01% | 566 |
|
|
2021
Q1 | $114K | Sell |
2,496
-3,008
| -55% | -$137K | 0.01% | 536 |
|
|
2020
Q4 | $250K | Sell |
5,504
-1,003
| -15% | -$45.6K | 0.03% | 356 |
|
|
2020
Q3 | $286K | Sell |
6,507
-577
| -8% | -$25.4K | 0.04% | 303 |
|
|
2020
Q2 | $304K | Buy |
7,084
+5,259
| +288% | +$226K | 0.05% | 293 |
|
|
2020
Q1 | $75K | Sell |
1,825
-1,776
| -49% | -$73K | 0.01% | 482 |
|
|
2019
Q4 | $167K | Buy |
3,601
+3,242
| +903% | +$150K | 0.03% | 401 |
|
|
2019
Q3 | $17K | Buy |
359
+101
| +39% | +$4.78K | ﹤0.01% | 969 |
|
|
2019
Q2 | $12K | Buy |
258
+187
| +263% | +$8.7K | ﹤0.01% | 1066 |
|
|
2019
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1359 |
|
|
2018
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1285 |
|
|
2018
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1353 |
|
|
2018
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1329 |
|
|
2018
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1280 |
|
|
2017
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1247 |
|
|
2017
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1035 |
|
|
2017
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 986 |
|
|
2016
Q4 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 922 |
|