GoalVest 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 | $113K | Buy |
+2,618
| New | +$113K | 0.03% | 161 |
|
2024
Q2 | – | Sell |
-129
| Closed | -$5.49K | – | 400 |
|
2024
Q1 | $5.49K | Hold |
129
| – | – | ﹤0.01% | 341 |
|
2023
Q4 | $5.45K | Sell |
129
-348
| -73% | -$14.7K | ﹤0.01% | 283 |
|
2023
Q3 | $19.6K | Buy |
477
+197
| +70% | +$8.08K | 0.01% | 220 |
|
2023
Q2 | $11.6K | Buy |
+280
| New | +$11.6K | 0.01% | 241 |
|