IHT Wealth Management’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 | $1.85M | Sell |
42,937
-1,828
| -4% | -$78.9K | 0.05% | 333 |
|
|
2025
Q1 | $1.9M | Sell |
44,765
-3,122
| -7% | -$133K | 0.06% | 301 |
|
|
2024
Q4 | $2.04M | Sell |
47,887
-55,241
| -54% | -$2.35M | 0.07% | 274 |
|
|
2024
Q3 | $4.46M | Buy |
103,128
+48,820
| +90% | +$2.11M | 0.13% | 162 |
|
|
2024
Q2 | $2.29M | Sell |
54,308
-14,685
| -21% | -$620K | 0.09% | 236 |
|
|
2024
Q1 | $2.94M | Sell |
68,993
-2,020
| -3% | -$86K | 0.12% | 176 |
|
|
2023
Q4 | $3M | Buy |
+71,013
| New | +$3M | 0.13% | 156 |
|
|
2023
Q3 | – | Sell |
-10,976
| Closed | -$455K | – | 1021 |
|
|
2023
Q2 | $455K | Buy |
10,976
+271
| +3% | +$11.2K | 0.02% | 578 |
|
|
2023
Q1 | $446K | Sell |
10,705
-2,219
| -17% | -$92.5K | 0.03% | 543 |
|
|
2022
Q4 | $528K | Buy |
12,924
+7,139
| +123% | +$292K | 0.03% | 479 |
|
|
2022
Q3 | $231K | Buy |
+5,785
| New | +$231K | 0.02% | 723 |
|
|
2021
Q1 | – | Sell |
-6,491
| Closed | -$295K | – | 868 |
|
|
2020
Q4 | $295K | Buy |
6,491
+1,194
| +23% | +$54.3K | 0.02% | 570 |
|
|
2020
Q3 | $233K | Buy |
+5,297
| New | +$233K | 0.02% | 566 |
|
|
2018
Q2 | – | Sell |
-39
| Closed | -$2K | – | 1183 |
|
|
2018
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 1523 |
|
|
2017
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1513 |
|
|
2017
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1318 |
|
|
2016
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1153 |
|