KFA Private Wealth Group’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 | $461K | Buy |
10,687
+171
| +2% | +$7.38K | 0.14% | 78 |
|
|
2025
Q1 | $447K | Sell |
10,516
-415
| -4% | -$17.6K | 0.16% | 66 |
|
|
2024
Q4 | $466K | Buy |
10,931
+342
| +3% | +$14.6K | 0.2% | 51 |
|
|
2024
Q3 | $460K | Buy |
10,589
+252
| +2% | +$10.9K | 0.22% | 41 |
|
|
2024
Q2 | $436K | Buy |
10,337
+157
| +2% | +$6.63K | 0.23% | 47 |
|
|
2024
Q1 | $433K | Buy |
10,180
+1,052
| +12% | +$44.8K | 0.13% | 68 |
|
|
2023
Q4 | $385K | Buy |
9,128
+279
| +3% | +$11.8K | 0.14% | 61 |
|
|
2023
Q3 | $363K | Buy |
8,849
+131
| +2% | +$5.38K | 0.15% | 55 |
|
|
2023
Q2 | $361K | Buy |
8,718
+3
| +0% | +$124 | 0.15% | 54 |
|
|
2023
Q1 | $363K | Buy |
8,715
+225
| +3% | +$9.38K | 0.17% | 53 |
|
|
2022
Q4 | $347K | Sell |
8,490
-291
| -3% | -$11.9K | 0.18% | 45 |
|
|
2022
Q3 | $351K | Sell |
8,781
-16,417
| -65% | -$656K | 0.19% | 45 |
|
|
2022
Q2 | $1.02M | Sell |
25,198
-1,560
| -6% | -$63.3K | 0.57% | 27 |
|
|
2022
Q1 | $1.18M | Sell |
26,758
-781
| -3% | -$34.3K | 0.59% | 25 |
|
|
2021
Q4 | $1.25M | Sell |
27,539
-10,606
| -28% | -$481K | 0.62% | 24 |
|
|
2021
Q3 | $1.74M | Sell |
38,145
-9,248
| -20% | -$423K | 0.95% | 18 |
|
|
2021
Q2 | $2.18M | Sell |
47,393
-34,850
| -42% | -$1.61M | 1.19% | 17 |
|
|
2021
Q1 | $3.77M | Buy |
82,243
+7,557
| +10% | +$346K | 2.2% | 12 |
|
|
2020
Q4 | $3.39M | Buy |
74,686
+5,753
| +8% | +$261K | 2.15% | 14 |
|
|
2020
Q3 | $3.03M | Buy |
68,933
+20,564
| +43% | +$904K | 2.27% | 12 |
|
|
2020
Q2 | $2.08M | Sell |
48,369
-21,843
| -31% | -$937K | 2% | 13 |
|
|
2020
Q1 | $2.87M | Sell |
70,212
-91,067
| -56% | -$3.72M | 3.4% | 9 |
|
|
2019
Q4 | $7.49M | Buy |
+161,279
| New | +$7.49M | 6.88% | 4 |
|