Kestra Private Wealth Services’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 | $4.14M | Buy |
96,046
+58,482
| +156% | +$2.52M | 0.06% | 308 |
|
|
2025
Q1 | $1.6M | Buy |
37,564
+13,856
| +58% | +$589K | 0.03% | 525 |
|
|
2024
Q4 | $1.01M | Buy |
23,708
+6,751
| +40% | +$288K | 0.02% | 648 |
|
|
2024
Q3 | $736K | Buy |
+16,957
| New | +$736K | 0.01% | 726 |
|
|
2023
Q3 | – | Sell |
-9,738
| Closed | -$404K | – | 1207 |
|
|
2023
Q2 | $404K | Sell |
9,738
-820
| -8% | -$34K | 0.01% | 710 |
|
|
2023
Q1 | $440K | Buy |
+10,558
| New | +$440K | 0.02% | 642 |
|
|
2022
Q4 | – | Sell |
-72,838
| Closed | -$2.91M | – | 973 |
|
|
2022
Q3 | $2.91M | Buy |
72,838
+36,542
| +101% | +$1.46M | 0.17% | 144 |
|
|
2022
Q2 | $1.47M | Buy |
36,296
+877
| +2% | +$35.6K | 0.08% | 275 |
|
|
2022
Q1 | $1.56M | Buy |
35,419
+2,838
| +9% | +$125K | 0.08% | 270 |
|
|
2021
Q4 | $1.48M | Buy |
32,581
+18,902
| +138% | +$856K | 0.07% | 297 |
|
|
2021
Q3 | $625K | Buy |
+13,679
| New | +$625K | 0.03% | 481 |
|