GPA
Guidance Point Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $937K | Buy |
21,720
+862
| +4% | +$37.2K | 0.24% | 41 |
|
2025
Q1 | $887K | Sell |
20,858
-1,044
| -5% | -$44.4K | 0.25% | 39 |
|
2024
Q4 | $933K | Buy |
21,902
+2,794
| +15% | +$119K | 0.26% | 39 |
|
2024
Q3 | $830K | Buy |
19,108
+355
| +2% | +$15.4K | 0.24% | 41 |
|
2024
Q2 | $791K | Buy |
18,753
+48
| +0.3% | +$2.03K | 0.25% | 40 |
|
2024
Q1 | $796K | Buy |
18,705
+202
| +1% | +$8.6K | 0.26% | 40 |
|
2023
Q4 | $781K | Sell |
18,503
-4,425
| -19% | -$187K | 0.29% | 37 |
|
2023
Q3 | $941K | Sell |
22,928
-2,767
| -11% | -$114K | 0.38% | 35 |
|
2023
Q2 | $1.07M | Sell |
25,695
-2,488
| -9% | -$103K | 0.41% | 37 |
|
2023
Q1 | $1.17M | Sell |
28,183
-356
| -1% | -$14.8K | 0.47% | 34 |
|
2022
Q4 | $1.17M | Sell |
28,539
-19,415
| -40% | -$794K | 0.49% | 34 |
|
2022
Q3 | $1.92M | Buy |
47,954
+776
| +2% | +$31K | 0.87% | 28 |
|
2022
Q2 | $1.91M | Buy |
47,178
+9,673
| +26% | +$392K | 0.83% | 30 |
|
2022
Q1 | $1.82M | Buy |
37,505
+4,722
| +14% | +$229K | 0.69% | 33 |
|
2021
Q4 | $1.49M | Buy |
32,783
+6,646
| +25% | +$301K | 0.54% | 33 |
|
2021
Q3 | $1.19M | Buy |
26,137
+8,945
| +52% | +$409K | 0.44% | 34 |
|
2021
Q2 | $791K | Buy |
17,192
+4,867
| +39% | +$224K | 0.31% | 44 |
|
2021
Q1 | $564K | Buy |
12,325
+5,837
| +90% | +$267K | 0.23% | 54 |
|
2020
Q4 | $294K | Buy |
+6,488
| New | +$294K | 0.14% | 65 |
|