MSWM
Mader & Shannon Wealth Management’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 | – | Sell |
-411,869
| Closed | -$17.5M | – | 23 |
|
|
2025
Q1 | $17.5M | Buy |
411,869
+76,324
| +23% | +$3.25M | 9.99% | 4 |
|
|
2024
Q4 | $14.3M | Buy |
+335,545
| New | +$14.3M | 8.84% | 5 |
|
|
2023
Q3 | – | Sell |
-453,923
| Closed | -$18.8M | – | 15 |
|
|
2023
Q2 | $18.8M | Buy |
453,923
+12,576
| +3% | +$521K | 11.62% | 3 |
|
|
2023
Q1 | $18.4M | Sell |
441,347
-48,048
| -10% | -$2M | 12.13% | 3 |
|
|
2022
Q4 | $20M | Buy |
+489,395
| New | +$20M | 13.24% | 3 |
|