KFAA
Klaas Financial Asset Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.14M | Buy |
49,524
+2,013
| +4% | +$86.8K | 0.34% | 27 |
|
2025
Q1 | $2.02M | Buy |
47,511
+2,475
| +5% | +$105K | 0.35% | 29 |
|
2024
Q4 | $1.92M | Sell |
45,036
-1,396
| -3% | -$59.5K | 0.34% | 27 |
|
2024
Q3 | $2.02M | Buy |
46,432
+1,303
| +3% | +$56.6K | 0.35% | 27 |
|
2024
Q2 | $1.9M | Buy |
45,129
+1,241
| +3% | +$52.4K | 0.35% | 27 |
|
2024
Q1 | $1.87M | Sell |
43,888
-309
| -0.7% | -$13.1K | 0.37% | 28 |
|
2023
Q4 | $1.87M | Sell |
44,197
-1,137
| -3% | -$48K | 0.39% | 28 |
|
2023
Q3 | $1.86M | Sell |
45,334
-2,121
| -4% | -$87K | 0.42% | 27 |
|
2023
Q2 | $1.97M | Sell |
47,455
-2,392
| -5% | -$99.1K | 0.44% | 26 |
|
2023
Q1 | $2.08M | Sell |
49,847
-2,727
| -5% | -$114K | 0.48% | 23 |
|
2022
Q4 | $2.15M | Buy |
+52,574
| New | +$2.15M | 0.53% | 23 |
|