Legacy Financial Group (Iowa)’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 | $10.8M | Buy |
250,077
+2,447
| +1% | +$106K | 1.51% | 23 |
|
|
2025
Q1 | $10.5M | Buy |
247,630
+1,686
| +0.7% | +$71.7K | 1.62% | 22 |
|
|
2024
Q4 | $10.5M | Buy |
245,944
+13,594
| +6% | +$579K | 1.7% | 19 |
|
|
2024
Q3 | $10.1M | Buy |
232,350
+67,924
| +41% | +$2.95M | 1.94% | 18 |
|
|
2024
Q2 | $6.94M | Sell |
164,426
-1,427
| -0.9% | -$60.2K | 1.36% | 20 |
|
|
2024
Q1 | $7.06M | Buy |
165,853
+155,054
| +1,436% | +$6.6M | 1.43% | 19 |
|
|
2023
Q4 | $456K | Sell |
10,799
-159,604
| -94% | -$6.74M | 2.07% | 14 |
|
|
2023
Q3 | $6.99M | Sell |
170,403
-125,878
| -42% | -$5.16M | 1.64% | 17 |
|
|
2023
Q2 | $12.3M | Sell |
296,281
-52,792
| -15% | -$2.19M | 3.17% | 12 |
|
|
2023
Q1 | $14.5M | Sell |
349,073
-52,223
| -13% | -$2.18M | 3.98% | 8 |
|
|
2022
Q4 | $16.4M | Sell |
401,296
-9,631
| -2% | -$394K | 4.92% | 5 |
|
|
2022
Q3 | $16.4M | Sell |
410,927
-7,217
| -2% | -$288K | 5.48% | 6 |
|
|
2022
Q2 | $17M | Sell |
418,144
-33
| -0% | -$1.34K | 5.35% | 6 |
|
|
2022
Q1 | $18.4M | Buy |
418,177
+182,378
| +77% | +$8.02M | 5.39% | 6 |
|
|
2021
Q4 | $10.6M | Sell |
235,799
-137,334
| -37% | -$6.18M | 4.56% | 6 |
|
|
2021
Q3 | $17.1M | Buy |
373,133
+38,957
| +12% | +$1.78M | 5.1% | 5 |
|
|
2021
Q2 | $15.4M | Buy |
334,176
+60,109
| +22% | +$2.77M | 4.65% | 5 |
|
|
2021
Q1 | $12.6M | Buy |
274,067
+26,190
| +11% | +$1.2M | 4.36% | 5 |
|
|
2020
Q4 | $11.3M | Buy |
+247,877
| New | +$11.3M | 4.33% | 5 |
|