Lane & Associates’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
Q1 | – | Sell |
-21,460
| Closed | -$926K | – | 121 |
|
|
2024
Q4 | $926K | Sell |
21,460
-748
| -3% | -$32.3K | 0.48% | 42 |
|
|
2024
Q3 | $964K | Sell |
22,208
-6,678
| -23% | -$290K | 0.53% | 41 |
|
|
2024
Q2 | $1.22M | Buy |
28,886
+5,169
| +22% | +$218K | 0.72% | 36 |
|
|
2024
Q1 | $1.01M | Buy |
23,717
+6,005
| +34% | +$256K | 0.64% | 39 |
|
|
2023
Q4 | $748K | Buy |
17,712
+11,127
| +169% | +$470K | 0.54% | 44 |
|
|
2023
Q3 | $270K | Buy |
+6,585
| New | +$270K | 0.22% | 84 |
|