Lowe Wealth 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 | – | Sell |
-2,745
| Closed | -$117K | – | 372 |
|
|
2025
Q1 | $117K | Hold |
2,745
| – | – | 0.05% | 82 |
|
|
2024
Q4 | $117K | Sell |
2,745
-453
| -14% | -$19.3K | 0.05% | 77 |
|
|
2024
Q3 | $139K | Sell |
3,198
-60
| -2% | -$2.61K | 0.06% | 63 |
|
|
2024
Q2 | $137K | Sell |
3,258
-87
| -3% | -$3.67K | 0.06% | 59 |
|
|
2024
Q1 | $142K | Buy |
3,345
+2,532
| +311% | +$108K | 0.07% | 58 |
|
|
2023
Q4 | $34.3K | Hold |
813
| – | – | 0.02% | 134 |
|
|
2023
Q3 | $33.3K | Hold |
813
| – | – | 0.02% | 128 |
|
|
2023
Q2 | $33.7K | Hold |
813
| – | – | 0.02% | 132 |
|
|
2023
Q1 | $33.9K | Hold |
813
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $33.2K | Hold |
813
| – | – | 0.02% | 127 |
|
|
2022
Q3 | $32K | Sell |
813
-337
| -29% | -$13.3K | 0.02% | 117 |
|
|
2022
Q2 | $47K | Hold |
1,150
| – | – | 0.03% | 96 |
|
|
2022
Q1 | $51K | Hold |
1,150
| – | – | 0.02% | 101 |
|
|
2021
Q4 | $52K | Hold |
1,150
| – | – | 0.02% | 96 |
|
|
2021
Q3 | $53K | Sell |
1,150
-250
| -18% | -$11.5K | 0.03% | 91 |
|
|
2021
Q2 | $64K | Hold |
1,400
| – | – | 0.03% | 79 |
|
|
2021
Q1 | $64K | Sell |
1,400
-400
| -22% | -$18.3K | 0.03% | 73 |
|
|
2020
Q4 | $82K | Buy |
1,800
+450
| +33% | +$20.5K | 0.04% | 59 |
|
|
2020
Q3 | $59K | Hold |
1,350
| – | – | 0.03% | 66 |
|
|
2020
Q2 | $58K | Buy |
1,350
+100
| +8% | +$4.3K | 0.03% | 65 |
|
|
2020
Q1 | $51K | Sell |
1,250
-25
| -2% | -$1.02K | 0.04% | 60 |
|
|
2019
Q4 | $59K | Hold |
1,275
| – | – | 0.03% | 58 |
|
|
2019
Q3 | $59K | Buy |
1,275
+175
| +16% | +$8.1K | 0.04% | 55 |
|
|
2019
Q2 | $51K | Buy |
1,100
+150
| +16% | +$6.96K | 0.03% | 63 |
|
|
2019
Q1 | $44K | Buy |
950
+475
| +100% | +$22K | 0.03% | 62 |
|
|
2018
Q4 | $21K | Hold |
475
| – | – | 0.01% | 102 |
|
|
2018
Q3 | $22K | Buy |
+475
| New | +$22K | 0.01% | 111 |
|