Laffer Tengler Investments’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 | $1.61M | Sell |
37,330
-1,241
| -3% | -$53.5K | 0.29% | 87 |
|
2025
Q1 | $1.64M | Buy |
38,571
+2,497
| +7% | +$106K | 0.35% | 77 |
|
2024
Q4 | $1.54M | Buy |
36,074
+4,138
| +13% | +$176K | 0.3% | 85 |
|
2024
Q3 | $1.39M | Sell |
31,936
-8,037
| -20% | -$349K | 0.28% | 87 |
|
2024
Q2 | $1.69M | Buy |
39,973
+19,846
| +99% | +$838K | 0.36% | 86 |
|
2024
Q1 | $856K | Sell |
20,127
-9,392
| -32% | -$400K | 0.22% | 92 |
|
2023
Q4 | $1.25M | Sell |
29,519
-949
| -3% | -$40.1K | 0.33% | 84 |
|
2023
Q3 | $1.25M | Buy |
30,468
+24,743
| +432% | +$1.02M | 0.37% | 81 |
|
2023
Q2 | $237K | Sell |
5,725
-1,257
| -18% | -$52.1K | 0.06% | 184 |
|
2023
Q1 | $291K | Sell |
6,982
-1,835
| -21% | -$76.5K | 0.08% | 171 |
|
2022
Q4 | $361K | Buy |
8,817
+361
| +4% | +$14.8K | 0.1% | 162 |
|
2022
Q3 | $338K | Sell |
8,456
-1,580
| -16% | -$63.1K | 0.12% | 142 |
|
2022
Q2 | $407K | Buy |
+10,036
| New | +$407K | 0.14% | 132 |
|