IFP Advisors’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 | $947K | Buy |
21,950
+6,566
| +43% | +$283K | 0.03% | 599 |
|
|
2025
Q1 | $654K | Buy |
15,384
+1,319
| +9% | +$56.1K | 0.02% | 689 |
|
|
2024
Q4 | $599K | Sell |
14,065
-3,290
| -19% | -$140K | 0.02% | 671 |
|
|
2024
Q3 | $754K | Buy |
17,355
+2,127
| +14% | +$92.4K | 0.03% | 552 |
|
|
2024
Q2 | $643K | Buy |
15,228
+1,641
| +12% | +$69.2K | 0.03% | 577 |
|
|
2024
Q1 | $578K | Buy |
13,587
+856
| +7% | +$36.4K | 0.03% | 567 |
|
|
2023
Q4 | $537K | Sell |
12,731
-9,109
| -42% | -$385K | 0.03% | 562 |
|
|
2023
Q3 | $896K | Sell |
21,840
-6,754
| -24% | -$277K | 0.04% | 420 |
|
|
2023
Q2 | $1.19M | Sell |
28,594
-6,101
| -18% | -$253K | 0.05% | 384 |
|
|
2023
Q1 | $1.59M | Sell |
34,695
-18,636
| -35% | -$854K | 0.07% | 276 |
|
|
2022
Q4 | $2.45M | Buy |
53,331
+22,359
| +72% | +$1.03M | 0.07% | 325 |
|
|
2022
Q3 | $1.41M | Sell |
30,972
-116
| -0.4% | -$5.3K | 0.04% | 518 |
|
|
2022
Q2 | $1.43M | Hold |
31,088
| – | – | 0.05% | 466 |
|
|
2022
Q1 | $1.43M | Buy |
31,088
+18,261
| +142% | +$838K | 0.05% | 466 |
|
|
2021
Q4 | $581K | Sell |
12,827
-1,038
| -7% | -$47K | 0.01% | 538 |
|
|
2021
Q3 | $633K | Sell |
13,865
-930
| -6% | -$42.5K | 0.01% | 498 |
|
|
2021
Q2 | $683K | Buy |
14,795
+6,235
| +73% | +$288K | 0.01% | 466 |
|
|
2021
Q1 | $389K | Sell |
8,560
-38,833
| -82% | -$1.76M | 0.01% | 598 |
|
|
2020
Q4 | $2.15M | Buy |
47,393
+18,698
| +65% | +$849K | 0.09% | 200 |
|
|
2020
Q3 | $1.26M | Sell |
28,695
-7,583
| -21% | -$333K | 0.08% | 246 |
|
|
2020
Q2 | $1.54M | Buy |
36,278
+19,352
| +114% | +$824K | 0.12% | 179 |
|
|
2020
Q1 | $682K | Buy |
16,926
+5,362
| +46% | +$216K | 0.07% | 281 |
|
|
2019
Q4 | $537K | Buy |
11,564
+9,167
| +382% | +$426K | 0.04% | 418 |
|
|
2019
Q3 | $111K | Buy |
+2,397
| New | +$111K | 0.01% | 1011 |
|
|
2019
Q1 | – | Sell |
-8,628
| Closed | -$384K | – | 3241 |
|
|
2018
Q4 | $384K | Sell |
8,628
-8,968
| -51% | -$399K | 0.02% | 631 |
|
|
2018
Q3 | $828K | Buy |
17,596
+8,239
| +88% | +$388K | 0.03% | 486 |
|
|
2018
Q2 | $436K | Buy |
9,357
+530
| +6% | +$24.7K | 0.02% | 720 |
|
|
2018
Q1 | $416K | Hold |
8,827
| – | – | 0.02% | 693 |
|
|
2017
Q4 | $416K | Buy |
8,827
+969
| +12% | +$45.7K | 0.02% | 690 |
|
|
2017
Q3 | $376K | Sell |
7,858
-494
| -6% | -$23.6K | 0.01% | 811 |
|
|
2017
Q2 | $400K | Sell |
8,352
-5,962
| -42% | -$286K | 0.02% | 774 |
|
|
2017
Q1 | $684K | Sell |
14,314
-867
| -6% | -$41.4K | 0.03% | 549 |
|
|
2016
Q4 | $719K | Buy |
15,181
+8,168
| +116% | +$387K | 0.03% | 485 |
|
|
2016
Q3 | $332K | Buy |
7,013
+558
| +9% | +$26.4K | 0.02% | 762 |
|
|
2016
Q2 | $299K | Buy |
+6,455
| New | +$299K | 0.02% | 790 |
|
|
2016
Q1 | – | Sell |
-140
| Closed | -$6K | – | 3278 |
|
|
2015
Q4 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 2864 |
|