Investments & Financial Planning LLC’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 | $1.95M | Buy |
45,093
+2,404
| +6% | +$104K | 1.12% | 11 |
|
|
2025
Q1 | $1.82M | Buy |
42,689
+8,645
| +25% | +$368K | 1.18% | 11 |
|
|
2024
Q4 | $1.45M | Buy |
34,044
+11,265
| +49% | +$480K | 0.89% | 14 |
|
|
2024
Q3 | $989K | Buy |
22,779
+2,583
| +13% | +$112K | 0.63% | 15 |
|
|
2024
Q2 | $852K | Buy |
20,196
+1,437
| +8% | +$60.6K | 0.57% | 16 |
|
|
2024
Q1 | $798K | Buy |
18,759
+2,009
| +12% | +$85.5K | 0.55% | 16 |
|
|
2023
Q4 | $707K | Buy |
16,750
+459
| +3% | +$19.4K | 0.53% | 17 |
|
|
2023
Q3 | $668K | Sell |
16,291
-247
| -1% | -$10.1K | 0.6% | 21 |
|
|
2023
Q2 | $686K | Sell |
16,538
-965
| -6% | -$40K | 0.59% | 22 |
|
|
2023
Q1 | $730K | Sell |
17,503
-2,850
| -14% | -$119K | 0.67% | 22 |
|
|
2022
Q4 | $832K | Buy |
+20,353
| New | +$832K | 0.82% | 18 |
|
|
2022
Q2 | $1.16M | Sell |
28,479
-1,295
| -4% | -$52.5K | 1.19% | 13 |
|
|
2022
Q1 | $1.31M | Sell |
29,774
-2,731
| -8% | -$120K | 1.14% | 14 |
|
|
2021
Q4 | $1.43M | Buy |
+32,505
| New | +$1.43M | 1.29% | 13 |
|