Mendel Capital Management’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 | $660K | Sell |
15,289
-440
| -3% | -$19K | 0.38% | 55 |
|
|
2025
Q1 | $669K | Buy |
15,729
+455
| +3% | +$19.3K | 0.4% | 54 |
|
|
2024
Q4 | $651K | Buy |
15,274
+86
| +0.6% | +$3.66K | 0.39% | 52 |
|
|
2024
Q3 | $659K | Buy |
15,188
+490
| +3% | +$21.3K | 0.4% | 53 |
|
|
2024
Q2 | $620K | Sell |
14,698
-225
| -2% | -$9.5K | 0.4% | 53 |
|
|
2024
Q1 | $635K | Buy |
14,923
+44
| +0.3% | +$1.87K | 0.42% | 52 |
|
|
2023
Q4 | $628K | Buy |
14,879
+1,022
| +7% | +$43.2K | 0.45% | 49 |
|
|
2023
Q3 | $569K | Buy |
13,857
+2,289
| +20% | +$93.9K | 0.47% | 50 |
|
|
2023
Q2 | $479K | Buy |
11,568
+6,074
| +111% | +$252K | 0.38% | 54 |
|
|
2023
Q1 | $229K | Buy |
+5,494
| New | +$229K | 0.21% | 76 |
|