MGIA
Matthew Goff Investment Advisor’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 | $16.4M | Sell |
380,537
-42,761
| -10% | -$1.84M | 3.04% | 11 |
|
|
2025
Q1 | $18M | Sell |
423,298
-5,270
| -1% | -$224K | 3.32% | 8 |
|
|
2024
Q4 | $18.3M | Buy |
428,568
+86,141
| +25% | +$3.67M | 3.39% | 8 |
|
|
2024
Q3 | $14.9M | Buy |
342,427
+4,917
| +1% | +$213K | 2.83% | 11 |
|
|
2024
Q2 | $14.2M | Buy |
337,510
+4,963
| +1% | +$209K | 2.91% | 11 |
|
|
2024
Q1 | $14.1M | Sell |
332,547
-332
| -0.1% | -$14.1K | 2.86% | 12 |
|
|
2023
Q4 | $14.1M | Sell |
332,879
-51,363
| -13% | -$2.17M | 3.12% | 11 |
|
|
2023
Q3 | $15.8M | Buy |
384,242
+35,060
| +10% | +$1.44M | 3.79% | 4 |
|
|
2023
Q2 | $14.5M | Buy |
349,182
+1,788
| +0.5% | +$74.1K | 3.4% | 7 |
|
|
2023
Q1 | $14.5M | Sell |
347,394
-3,654
| -1% | -$152K | 3.59% | 6 |
|
|
2022
Q4 | $14.4M | Sell |
351,048
-147,052
| -30% | -$6.01M | 3.74% | 6 |
|
|
2022
Q3 | $19.9M | Buy |
498,100
+4,399
| +0.9% | +$176K | 5.69% | 3 |
|
|
2022
Q2 | $20M | Buy |
493,701
+10,411
| +2% | +$422K | 5.39% | 3 |
|
|
2022
Q1 | $21.2M | Buy |
483,290
+44,932
| +10% | +$1.98M | 4.99% | 3 |
|
|
2021
Q4 | $19.9M | Buy |
438,358
+9,644
| +2% | +$437K | 4.55% | 4 |
|
|
2021
Q3 | $19.6M | Buy |
428,714
+53,055
| +14% | +$2.42M | 4.8% | 3 |
|
|
2021
Q2 | $17.3M | Buy |
375,659
+173,110
| +85% | +$7.97M | 4.39% | 3 |
|
|
2021
Q1 | $9.28M | Buy |
202,549
+48,397
| +31% | +$2.22M | 2.62% | 13 |
|
|
2020
Q4 | $7.01M | Buy |
+154,152
| New | +$7.01M | 2.08% | 18 |
|