Hofer & Associates’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 | $2.02M | Sell |
46,892
-1,591
| -3% | -$68.6K | 1.26% | 23 |
|
|
2025
Q1 | $2.06M | Buy |
48,483
+1,027
| +2% | +$43.7K | 1.4% | 22 |
|
|
2024
Q4 | $2.02M | Buy |
47,456
+3,669
| +8% | +$156K | 1.36% | 22 |
|
|
2024
Q3 | $1.9M | Buy |
43,787
+337
| +0.8% | +$14.6K | 1.31% | 24 |
|
|
2024
Q2 | $1.83M | Buy |
43,450
+804
| +2% | +$33.9K | 1.42% | 23 |
|
|
2024
Q1 | $1.81M | Buy |
42,646
+1,096
| +3% | +$46.6K | 1.53% | 22 |
|
|
2023
Q4 | $1.75M | Sell |
41,550
-173
| -0.4% | -$7.3K | 1.63% | 19 |
|
|
2023
Q3 | $1.71M | Sell |
41,723
-1,028
| -2% | -$42.2K | 1.76% | 19 |
|
|
2023
Q2 | $1.77M | Buy |
42,751
+2,177
| +5% | +$90.2K | 1.7% | 19 |
|
|
2023
Q1 | $1.66M | Sell |
40,574
-369
| -0.9% | -$15.1K | 1.66% | 19 |
|
|
2022
Q4 | $1.67M | Buy |
40,943
+549
| +1% | +$22.4K | 1.67% | 19 |
|
|
2022
Q3 | $1.61M | Buy |
40,394
+575
| +1% | +$23K | 1.73% | 19 |
|
|
2022
Q2 | $1.62M | Sell |
39,819
-736
| -2% | -$29.9K | 1.68% | 19 |
|
|
2022
Q1 | $1.78M | Buy |
40,555
+3,039
| +8% | +$134K | 1.57% | 19 |
|
|
2021
Q4 | $1.7M | Buy |
+37,516
| New | +$1.7M | 1.54% | 18 |
|