Legacy Financial Group (Iowa)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
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2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $6.94M | Sell |
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|
2024
Q1 | $7.06M | Buy |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $6.99M | Sell |
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|
2023
Q2 | $12.3M | Sell |
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|
2023
Q1 | $14.5M | Sell |
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|
2022
Q4 | $16.4M | Sell |
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|
2022
Q3 | $16.4M | Sell |
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|
2022
Q2 | $17M | Sell |
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|
2022
Q1 | $18.4M | Buy |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $17.1M | Buy |
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|
2021
Q2 | $15.4M | Buy |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $11.3M | Buy |
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