Level Financial Advisors’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 | $4.83M | Sell |
111,946
-7,652
| -6% | -$330K | 1.5% | 20 |
|
|
2025
Q1 | $5.09M | Buy |
119,598
+981
| +0.8% | +$41.7K | 1.73% | 18 |
|
|
2024
Q4 | $5.05M | Sell |
118,617
-3,871
| -3% | -$165K | 1.85% | 16 |
|
|
2024
Q3 | $5.32M | Buy |
122,488
+5,821
| +5% | +$253K | 2.03% | 13 |
|
|
2024
Q2 | $4.92M | Buy |
116,667
+5,979
| +5% | +$252K | 2.13% | 12 |
|
|
2024
Q1 | $4.71M | Buy |
110,688
+5,226
| +5% | +$222K | 2.14% | 12 |
|
|
2023
Q4 | $4.45M | Buy |
105,462
+4,639
| +5% | +$196K | 2.2% | 10 |
|
|
2023
Q3 | $4.14M | Buy |
100,823
+1,774
| +2% | +$72.8K | 2.31% | 9 |
|
|
2023
Q2 | $4.11M | Buy |
99,049
+8,102
| +9% | +$336K | 2.29% | 10 |
|
|
2023
Q1 | $3.79M | Buy |
90,947
+9,252
| +11% | +$386K | 2.28% | 9 |
|
|
2022
Q4 | $3.34M | Buy |
81,695
+4,673
| +6% | +$191K | 2.19% | 9 |
|
|
2022
Q3 | $3.08M | Buy |
77,022
+11,802
| +18% | +$471K | 2.27% | 9 |
|
|
2022
Q2 | $2.65M | Buy |
65,220
+5,544
| +9% | +$225K | 1.95% | 11 |
|
|
2022
Q1 | $2.62M | Buy |
59,676
+11,544
| +24% | +$507K | 2.02% | 11 |
|
|
2021
Q4 | $2.18M | Buy |
+48,132
| New | +$2.18M | 1.66% | 15 |
|