Lockerman 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 | $309K | Buy |
7,161
+401
| +6% | +$17.3K | 0.42% | 83 |
|
|
2025
Q1 | $287K | Hold |
6,760
| – | – | 0.43% | 80 |
|
|
2024
Q4 | $288K | Hold |
6,760
| – | – | 0.49% | 71 |
|
|
2024
Q3 | $294K | Hold |
6,760
| – | – | 0.5% | 73 |
|
|
2024
Q2 | $285K | Buy |
6,760
+12
| +0.2% | +$506 | 0.52% | 71 |
|
|
2024
Q1 | $287K | Buy |
+6,748
| New | +$287K | 0.55% | 63 |
|