McNamara Financial Services’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 | $662K | Buy |
15,335
+299
| +2% | +$12.9K | 0.13% | 43 |
|
|
2025
Q1 | $639K | Sell |
15,036
-8,898
| -37% | -$378K | 0.14% | 42 |
|
|
2024
Q4 | $1.02M | Sell |
23,934
-717
| -3% | -$30.6K | 0.24% | 27 |
|
|
2024
Q3 | $1.07M | Buy |
24,651
+1,677
| +7% | +$72.8K | 0.21% | 28 |
|
|
2024
Q2 | $970K | Buy |
22,974
+1,950
| +9% | +$82.3K | 0.21% | 28 |
|
|
2024
Q1 | $895K | Buy |
21,024
+3,532
| +20% | +$150K | 0.19% | 29 |
|
|
2023
Q4 | $739K | Buy |
17,492
+425
| +2% | +$17.9K | 0.17% | 31 |
|
|
2023
Q3 | $700K | Buy |
17,067
+699
| +4% | +$28.7K | 0.17% | 32 |
|
|
2023
Q2 | $675K | Buy |
16,368
+1,999
| +14% | +$82.4K | 0.16% | 35 |
|
|
2023
Q1 | $599K | Buy |
14,369
+3,373
| +31% | +$141K | 0.15% | 35 |
|
|
2022
Q4 | $450K | Buy |
10,996
+398
| +4% | +$16.3K | 0.12% | 41 |
|
|
2022
Q3 | $423K | Buy |
10,598
+1,230
| +13% | +$49.1K | 0.12% | 37 |
|
|
2022
Q2 | $380K | Buy |
9,368
+632
| +7% | +$25.6K | 0.11% | 41 |
|
|
2022
Q1 | $384K | Sell |
8,736
-3,183
| -27% | -$140K | 0.1% | 39 |
|
|
2021
Q4 | $540K | Buy |
11,919
+736
| +7% | +$33.3K | 0.14% | 33 |
|
|
2021
Q3 | $511K | Buy |
11,183
+1,131
| +11% | +$51.7K | 0.14% | 31 |
|
|
2021
Q2 | $463K | Buy |
10,052
+739
| +8% | +$34K | 0.13% | 31 |
|
|
2021
Q1 | $423K | Buy |
9,313
+1,171
| +14% | +$53.2K | 0.13% | 30 |
|
|
2020
Q4 | $358K | Hold |
8,142
| – | – | 0.12% | 30 |
|
|
2020
Q3 | $358K | Sell |
8,142
-90
| -1% | -$3.96K | 0.12% | 30 |
|
|
2020
Q2 | $353K | Buy |
+8,232
| New | +$353K | 0.13% | 31 |
|