Larson Financial 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 | $135K | Sell |
3,139
-1,291
| -29% | -$55.7K | 0.01% | 750 |
|
|
2025
Q1 | $188K | Buy |
4,430
+3,620
| +447% | +$154K | 0.01% | 631 |
|
|
2024
Q4 | $34.5K | Buy |
810
+374
| +86% | +$15.9K | ﹤0.01% | 1018 |
|
|
2024
Q3 | $18.9K | Buy |
436
+1
| +0.2% | +$43 | ﹤0.01% | 1231 |
|
|
2024
Q2 | $18.4K | Buy |
435
+400
| +1,143% | +$16.9K | ﹤0.01% | 1077 |
|
|
2024
Q1 | $1.48K | Sell |
35
-59
| -63% | -$2.49K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $3.97K | Hold |
94
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q3 | $3.84K | Buy |
94
+1
| +1% | +$41 | ﹤0.01% | 1234 |
|
|
2023
Q2 | $3.87K | Hold |
93
| – | – | ﹤0.01% | 1153 |
|
|
2023
Q1 | $3.88K | Hold |
93
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q4 | $3.8K | Buy |
93
+21
| +29% | +$859 | ﹤0.01% | 1082 |
|
|
2022
Q3 | $3K | Sell |
72
-113
| -61% | -$4.71K | ﹤0.01% | 1071 |
|
|
2022
Q2 | $8K | Buy |
185
+113
| +157% | +$4.89K | ﹤0.01% | 789 |
|
|
2022
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 873 |
|
|
2021
Q4 | $3K | Buy |
72
+18
| +33% | +$750 | ﹤0.01% | 911 |
|
|
2021
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $2K | Sell |
54
-295
| -85% | -$10.9K | ﹤0.01% | 735 |
|
|
2021
Q1 | $16K | Hold |
349
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $16K | Hold |
349
| – | – | 0.01% | 417 |
|
|
2020
Q3 | $15K | Buy |
349
+54
| +18% | +$2.32K | 0.01% | 373 |
|
|
2020
Q2 | $13K | Hold |
295
| – | – | 0.01% | 348 |
|
|
2020
Q1 | $12K | Hold |
295
| – | – | 0.01% | 271 |
|
|
2019
Q4 | $14K | Buy |
295
+97
| +49% | +$4.6K | 0.01% | 266 |
|
|
2019
Q3 | $9K | Hold |
198
| – | – | 0.01% | 316 |
|
|
2019
Q2 | $9K | Buy |
198
+149
| +304% | +$6.77K | 0.01% | 261 |
|
|
2019
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 390 |
|