IPG Investment 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 | $554K | Buy |
12,834
+108
| +0.8% | +$4.66K | 0.11% | 99 |
|
|
2025
Q1 | $541K | Hold |
12,726
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $542K | Sell |
12,726
-2,608
| -17% | -$111K | 0.12% | 97 |
|
|
2024
Q3 | $666K | Buy |
15,334
+444
| +3% | +$19.3K | 0.15% | 89 |
|
|
2024
Q2 | $628K | Sell |
14,890
-750
| -5% | -$31.7K | 0.14% | 84 |
|
|
2024
Q1 | $665K | Buy |
15,640
+1,710
| +12% | +$72.8K | 0.15% | 85 |
|
|
2023
Q4 | $588K | Sell |
13,930
-372
| -3% | -$15.7K | 0.12% | 104 |
|
|
2023
Q3 | $587K | Buy |
14,302
+2,408
| +20% | +$98.8K | 0.13% | 100 |
|
|
2023
Q2 | $493K | Buy |
11,894
+4,863
| +69% | +$202K | 0.11% | 106 |
|
|
2023
Q1 | $293K | Sell |
7,031
-1,750
| -20% | -$72.9K | 0.07% | 122 |
|
|
2022
Q4 | $359K | Sell |
8,781
-24
| -0.3% | -$981 | 0.1% | 90 |
|
|
2022
Q3 | $352K | Sell |
8,805
-4,050
| -32% | -$162K | 0.1% | 88 |
|
|
2022
Q2 | $521K | Sell |
12,855
-2,000
| -13% | -$81.1K | 0.13% | 82 |
|
|
2022
Q1 | $653K | Sell |
14,855
-496
| -3% | -$21.8K | 0.12% | 82 |
|
|
2021
Q4 | $696K | Sell |
15,351
-1,250
| -8% | -$56.7K | 0.13% | 91 |
|
|
2021
Q3 | $759K | Buy |
16,601
+1,045
| +7% | +$47.8K | 0.24% | 54 |
|
|
2021
Q2 | $717K | Buy |
15,556
+1,125
| +8% | +$51.8K | 0.21% | 68 |
|
|
2021
Q1 | $661K | Buy |
14,431
+8,650
| +150% | +$396K | 0.13% | 106 |
|
|
2020
Q4 | $263K | Sell |
5,781
-10,810
| -65% | -$491K | 0.06% | 133 |
|
|
2020
Q3 | $729K | Sell |
16,591
-225
| -1% | -$9.89K | 0.21% | 70 |
|
|
2020
Q2 | $721K | Buy |
16,816
+575
| +4% | +$24.7K | 0.24% | 62 |
|
|
2020
Q1 | $664K | Buy |
+16,241
| New | +$664K | 0.28% | 58 |
|