JFS Wealth 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 | $1.04M | Sell |
24,146
-2,594
| -10% | -$112K | 0.07% | 148 |
|
|
2025
Q1 | $1.14M | Buy |
26,740
+2,733
| +11% | +$116K | 0.08% | 136 |
|
|
2024
Q4 | $1.02M | Sell |
24,007
-2,936
| -11% | -$125K | 0.07% | 138 |
|
|
2024
Q3 | $1.17M | Sell |
26,943
-651
| -2% | -$28.3K | 0.08% | 136 |
|
|
2024
Q2 | $1.16M | Buy |
27,594
+198
| +0.7% | +$8.36K | 0.09% | 101 |
|
|
2024
Q1 | $1.17M | Buy |
27,396
+8,534
| +45% | +$363K | 0.09% | 104 |
|
|
2023
Q4 | $796K | Buy |
18,862
+1,849
| +11% | +$78.1K | 0.07% | 118 |
|
|
2023
Q3 | $698K | Sell |
17,013
-705
| -4% | -$28.9K | 0.07% | 129 |
|
|
2023
Q2 | $734K | Buy |
17,718
+1,186
| +7% | +$49.2K | 0.07% | 127 |
|
|
2023
Q1 | $689K | Buy |
16,532
+874
| +6% | +$36.4K | 0.07% | 135 |
|
|
2022
Q4 | $640K | Sell |
15,658
-3,524
| -18% | -$144K | 0.06% | 139 |
|
|
2022
Q3 | $766K | Sell |
19,182
-359
| -2% | -$14.3K | 0.08% | 120 |
|
|
2022
Q2 | $792K | Sell |
19,541
-13,572
| -41% | -$550K | 0.08% | 117 |
|
|
2022
Q1 | $1.46M | Buy |
33,113
+33
| +0.1% | +$1.45K | 0.14% | 96 |
|
|
2021
Q4 | $1.5M | Sell |
33,080
-222
| -0.7% | -$10.1K | 0.14% | 97 |
|
|
2021
Q3 | $1.52M | Buy |
+33,302
| New | +$1.52M | 0.16% | 95 |
|