Johnson Bixby & Associates’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 | $1.22M | Sell |
28,343
-1,826
| -6% | -$78.8K | 0.17% | 42 |
|
|
2025
Q1 | $1.28M | Buy |
30,169
+1,127
| +4% | +$47.9K | 0.19% | 43 |
|
|
2024
Q4 | $1.24M | Sell |
29,042
-1,633
| -5% | -$69.6K | 0.19% | 44 |
|
|
2024
Q3 | $1.33M | Sell |
30,675
-1,032
| -3% | -$44.8K | 0.2% | 40 |
|
|
2024
Q2 | $1.34M | Buy |
31,707
+1,722
| +6% | +$72.7K | 0.22% | 38 |
|
|
2024
Q1 | $1.28M | Sell |
29,985
-2,913
| -9% | -$124K | 0.22% | 37 |
|
|
2023
Q4 | $1.39M | Sell |
32,898
-7,034
| -18% | -$297K | 0.26% | 36 |
|
|
2023
Q3 | $1.64M | Buy |
39,932
+2,314
| +6% | +$94.9K | 0.34% | 34 |
|
|
2023
Q2 | $1.56M | Sell |
37,618
-1,885
| -5% | -$78.1K | 0.32% | 35 |
|
|
2023
Q1 | $1.65M | Sell |
39,503
-5,351
| -12% | -$223K | 0.36% | 34 |
|
|
2022
Q4 | $1.83M | Sell |
44,854
-28,367
| -39% | -$1.16M | 0.43% | 31 |
|
|
2022
Q3 | $2.92M | Sell |
73,221
-194,810
| -73% | -$7.78M | 0.73% | 24 |
|
|
2022
Q2 | $10.9M | Sell |
268,031
-61,948
| -19% | -$2.51M | 2.65% | 12 |
|
|
2022
Q1 | $14.5M | Buy |
329,979
+151,888
| +85% | +$6.68M | 3.74% | 9 |
|
|
2021
Q4 | $8.07M | Buy |
178,091
+41,575
| +30% | +$1.88M | 2.14% | 14 |
|
|
2021
Q3 | $6.24M | Buy |
136,516
+5,915
| +5% | +$270K | 1.81% | 14 |
|
|
2021
Q2 | $5.94M | Buy |
130,601
+19,688
| +18% | +$896K | 1.72% | 15 |
|
|
2021
Q1 | $5.08M | Buy |
110,913
+9,946
| +10% | +$456K | 1.61% | 16 |
|
|
2020
Q4 | $4.59M | Buy |
+100,967
| New | +$4.59M | 1.52% | 18 |
|