Jones Financial Companies’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
2026
Q1
$5.02M Buy
119,894
+19,434
+19% +$830K ﹤0.01% 1072
2025
Q4
$4.31M Buy
100,460
+14,315
+17% +$614K ﹤0.01% 677
2025
Q3
$3.73M Buy
86,145
+5,838
+7% +$251K ﹤0.01% 659
2025
Q2
$3.46M Buy
80,307
+16,457
+26% +$696K ﹤0.01% 597
2025
Q1
$2.71M Sell
63,850
-7,027
-10% -$302K ﹤0.01% 576
2024
Q4
$3.02M Buy
70,877
+40,053
+130% +$1.72M ﹤0.01% 464
2024
Q3
$1.34M Buy
30,824
+27,102
+728% +$1.16M ﹤0.01% 536
2024
Q2
$157K Buy
+3,722
New +$157K ﹤0.01% 907

Other funds holding SHYG