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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $989K | Buy |
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|
2024
Q2 | $852K | Buy |
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|
2024
Q1 | $798K | Buy |
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|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | $668K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $832K | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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