Investment Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.88M | Sell |
115,384
-9,838
| -8% | -$420K | 1.74% | 18 |
|
|
2025
Q4 | $5.37M | Buy |
125,222
+10,001
| +9% | +$429K | 1.88% | 17 |
|
|
2025
Q3 | $4.99M | Buy |
115,221
+8,117
| +8% | +$349K | 1.76% | 16 |
|
|
2025
Q2 | $4.62M | Buy |
107,104
+6,976
| +7% | +$295K | 1.75% | 18 |
|
|
2025
Q1 | $4.26M | Buy |
100,128
+3,088
| +3% | +$132K | 1.77% | 18 |
|
|
2024
Q4 | $4.13M | Buy |
97,040
+10,747
| +12% | +$462K | 1.7% | 16 |
|
|
2024
Q3 | $3.75M | Sell |
86,293
-1,926
| -2% | -$82.3K | 1.56% | 18 |
|
|
2024
Q2 | $3.72M | Buy |
88,219
+10,278
| +13% | +$433K | 1.67% | 16 |
|
|
2024
Q1 | $3.32M | Buy |
77,941
+1,093
| +1% | +$46.3K | 1.5% | 19 |
|
|
2023
Q4 | $3.24M | Sell |
76,848
-414
| -0.5% | -$17.1K | 1.6% | 18 |
|
|
2023
Q3 | $3.17M | Buy |
77,262
+23,928
| +45% | +$988K | 1.67% | 16 |
|
|
2023
Q2 | $2.21M | Buy |
53,334
+1,186
| +2% | +$48.9K | 1.15% | 24 |
|
|
2023
Q1 | $2.17M | Buy |
52,148
+1,809
| +4% | +$74.9K | 1.14% | 24 |
|
|
2022
Q4 | $2.06M | Sell |
50,339
-5,510
| -10% | -$225K | 1.09% | 27 |
|
|
2022
Q3 | $2.23M | Buy |
55,849
+13,495
| +32% | +$558K | 0.66% | 42 |
|
|
2022
Q2 | $1.72M | Buy |
42,354
+1,782
| +4% | +$75.4K | 0.84% | 32 |
|
|
2022
Q1 | $1.78M | Buy |
40,572
+2,747
| +7% | +$122K | 0.75% | 31 |
|
|
2021
Q4 | $1.71M | Buy |
37,825
+1,228
| +3% | +$55.7K | 0.7% | 36 |
|
|
2021
Q3 | $1.67M | Buy |
36,597
+1,628
| +5% | +$74.5K | 0.76% | 34 |
|
|
2021
Q2 | $1.61M | Buy |
34,969
+6,803
| +24% | +$312K | 0.74% | 35 |
|
|
2021
Q1 | $1.29M | Sell |
28,166
-669
| -2% | -$30.5K | 0.63% | 40 |
|
|
2020
Q4 | $1.31M | Buy |
28,835
+3,511
| +14% | +$157K | 0.7% | 40 |
|
|
2020
Q3 | $1.11M | Buy |
25,324
+2,006
| +9% | +$88.2K | 0.66% | 42 |
|
|
2020
Q2 | $1M | Buy |
23,318
+12,157
| +109% | +$514K | 0.59% | 50 |
|
|
2020
Q1 | $456K | Sell |
11,161
-2,649
| -19% | -$119K | 0.33% | 72 |
|
|
2019
Q4 | $641K | Buy |
13,810
+4,896
| +55% | +$226K | 0.43% | 64 |
|
|
2019
Q3 | $414K | Sell |
8,914
-107
| -1% | -$4.97K | 0.3% | 74 |
|
|
2019
Q2 | $421K | Buy |
9,021
+379
| +4% | +$17.6K | 0.3% | 77 |
|
|
2019
Q1 | $404K | Buy |
8,642
+1,561
| +22% | +$72.1K | 0.29% | 79 |
|
|
2018
Q4 | $315K | Sell |
7,081
-42
| -0.6% | -$1.93K | 0.27% | 86 |
|
|
2018
Q3 | $592 | Buy |
7,123
+681
| +11% | +$31.9K | 0.33% | 51 |
|
|
2018
Q2 | $300K | Buy |
6,442
+791
| +14% | +$37K | 0.22% | 95 |
|
|
2018
Q1 | $264K | Sell |
5,651
-2,289
| -29% | -$107K | 0.2% | 119 |
|
|
2017
Q4 | $374K | Buy |
7,940
+523
| +7% | +$24.7K | 0.28% | 81 |
|
|
2017
Q3 | $355K | Buy |
7,417
+400
| +6% | +$19.1K | 0.3% | 81 |
|
|
2017
Q2 | $336K | Buy |
7,017
+576
| +9% | +$27.5K | 0.31% | 84 |
|
|
2017
Q1 | $308K | Buy |
+6,441
| New | +$307K | 0.3% | 83 |
|
Other funds holding SHYG
JSTA
NL
