Kingsview Wealth Management’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 | $1.77M | Buy |
41,101
+3,884
| +10% | +$168K | 0.03% | 455 |
|
|
2025
Q1 | $1.58M | Buy |
37,217
+397
| +1% | +$16.9K | 0.03% | 437 |
|
|
2024
Q4 | $1.57M | Buy |
36,820
+4,272
| +13% | +$182K | 0.03% | 448 |
|
|
2024
Q3 | $1.41M | Sell |
32,548
-243
| -0.7% | -$10.6K | 0.03% | 453 |
|
|
2024
Q2 | $1.38M | Sell |
32,791
-977
| -3% | -$41.2K | 0.03% | 430 |
|
|
2024
Q1 | $1.44M | Buy |
33,768
+984
| +3% | +$41.9K | 0.04% | 410 |
|
|
2023
Q4 | $1.38M | Buy |
32,784
+8,940
| +37% | +$377K | 0.04% | 370 |
|
|
2023
Q3 | $978K | Buy |
23,844
+314
| +1% | +$12.9K | 0.04% | 440 |
|
|
2023
Q2 | $975K | Sell |
23,530
-10,931
| -32% | -$453K | 0.04% | 418 |
|
|
2023
Q1 | $1.44M | Sell |
34,461
-3,991
| -10% | -$166K | 0.06% | 307 |
|
|
2022
Q4 | $1.57M | Buy |
38,452
+3,476
| +10% | +$142K | 0.07% | 266 |
|
|
2022
Q3 | $1.4M | Sell |
34,976
-739
| -2% | -$29.5K | 0.07% | 269 |
|
|
2022
Q2 | $1.45M | Sell |
35,715
-1,672
| -4% | -$67.8K | 0.07% | 278 |
|
|
2022
Q1 | $1.64M | Buy |
37,387
+29
| +0.1% | +$1.28K | 0.07% | 274 |
|
|
2021
Q4 | $1.69M | Buy |
37,358
+7,918
| +27% | +$359K | 0.07% | 272 |
|
|
2021
Q3 | $1.35M | Buy |
29,440
+998
| +4% | +$45.6K | 0.06% | 305 |
|
|
2021
Q2 | $1.31M | Buy |
28,442
+2,801
| +11% | +$129K | 0.06% | 313 |
|
|
2021
Q1 | $1.17M | Sell |
25,641
-29,722
| -54% | -$1.36M | 0.07% | 294 |
|
|
2020
Q4 | $2.52M | Sell |
55,363
-3,356
| -6% | -$153K | 0.18% | 129 |
|
|
2020
Q3 | $2.58M | Sell |
58,719
-286
| -0.5% | -$12.6K | 0.23% | 107 |
|
|
2020
Q2 | $2.53M | Buy |
59,005
+5,694
| +11% | +$244K | 0.25% | 97 |
|
|
2020
Q1 | $2.18M | Sell |
53,311
-828
| -2% | -$33.8K | 0.29% | 92 |
|
|
2019
Q4 | $2.51M | Buy |
54,139
+5,375
| +11% | +$250K | 0.32% | 89 |
|
|
2019
Q3 | $2.27M | Buy |
48,764
+6,346
| +15% | +$295K | 0.36% | 78 |
|
|
2019
Q2 | $1.98M | Buy |
42,418
+33,076
| +354% | +$1.54M | 0.33% | 80 |
|
|
2019
Q1 | $436K | Buy |
9,342
+4,716
| +102% | +$220K | 0.07% | 282 |
|
|
2018
Q4 | $206K | Buy |
+4,626
| New | +$206K | 0.05% | 335 |
|