Goldstone Financial Group’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 | $3.1M | Buy |
72,235
+2,289
| +3% | +$98.4K | 0.41% | 52 |
|
|
2025
Q1 | $2.97M | Buy |
69,946
+3,386
| +5% | +$144K | 0.45% | 50 |
|
|
2024
Q4 | $2.84M | Buy |
66,560
+6,351
| +11% | +$271K | 0.44% | 50 |
|
|
2024
Q3 | $2.61M | Sell |
60,209
-15,135
| -20% | -$657K | 0.45% | 50 |
|
|
2024
Q2 | $3.18M | Sell |
75,344
-2,105
| -3% | -$88.8K | 0.64% | 41 |
|
|
2024
Q1 | $3.3M | Buy |
77,449
+5,648
| +8% | +$240K | 0.76% | 34 |
|
|
2023
Q4 | $3.03M | Buy |
71,801
+3,270
| +5% | +$138K | 0.78% | 34 |
|
|
2023
Q3 | $2.81M | Sell |
68,531
-349
| -0.5% | -$14.3K | 0.83% | 29 |
|
|
2023
Q2 | $2.86M | Buy |
68,880
+18,612
| +37% | +$771K | 0.84% | 28 |
|
|
2023
Q1 | $2.1M | Buy |
+50,268
| New | +$2.1M | 0.69% | 29 |
|