MMBG Investment 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 | $770K | Buy |
17,840
+2,972
| +20% | +$128K | 0.08% | 115 |
|
|
2025
Q1 | $632K | Sell |
14,868
-1,480
| -9% | -$62.9K | 0.07% | 116 |
|
|
2024
Q4 | $697K | Hold |
16,348
| – | – | 0.07% | 108 |
|
|
2024
Q3 | $710K | Hold |
16,348
| – | – | 0.07% | 104 |
|
|
2024
Q2 | $690K | Hold |
16,348
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $692K | Hold |
16,348
| – | – | 0.07% | 106 |
|
|
2023
Q4 | $690K | Hold |
16,348
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $671K | Hold |
16,348
| – | – | 0.08% | 99 |
|
|
2023
Q2 | $676K | Hold |
16,348
| – | – | 0.08% | 101 |
|
|
2023
Q1 | $681K | Buy |
16,348
+3,180
| +24% | +$133K | 0.09% | 100 |
|
|
2022
Q4 | $538K | Hold |
13,168
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $526K | Hold |
13,168
| – | – | 0.07% | 114 |
|
|
2022
Q2 | $534K | Hold |
13,168
| – | – | 0.07% | 112 |
|
|
2022
Q1 | $579K | Sell |
13,168
-13,334
| -50% | -$586K | 0.06% | 113 |
|
|
2021
Q4 | $1.2M | Buy |
+26,502
| New | +$1.2M | 0.12% | 87 |
|