Mount Yale 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 | $197K | Buy |
+4,577
| New | +$197K | 0.02% | 544 |
|
|
2024
Q4 | – | Sell |
-4,577
| Closed | -$199K | – | 590 |
|
|
2024
Q3 | $199K | Buy |
+4,577
| New | +$199K | 0.02% | 520 |
|
|
2023
Q1 | – | Sell |
-20,232
| Closed | -$827K | – | 525 |
|
|
2022
Q4 | $827K | Buy |
20,232
+11,985
| +145% | +$490K | 0.09% | 217 |
|
|
2022
Q3 | $329K | Buy |
8,247
+255
| +3% | +$10.2K | 0.04% | 324 |
|
|
2022
Q2 | $324K | Buy |
7,992
+2,602
| +48% | +$105K | 0.04% | 342 |
|
|
2022
Q1 | $237K | Buy |
5,390
+66
| +1% | +$2.9K | 0.03% | 418 |
|
|
2021
Q4 | $241K | Sell |
5,324
-734
| -12% | -$33.2K | 0.03% | 412 |
|
|
2021
Q3 | $277K | Buy |
6,058
+692
| +13% | +$31.6K | 0.03% | 368 |
|
|
2021
Q2 | $247K | Hold |
5,366
| – | – | 0.03% | 368 |
|
|
2021
Q1 | $246K | Sell |
5,366
-18,179
| -77% | -$833K | 0.03% | 360 |
|
|
2020
Q4 | $1.07M | Buy |
23,545
+9,125
| +63% | +$415K | 0.15% | 156 |
|
|
2020
Q3 | $634K | Buy |
14,420
+6,298
| +78% | +$277K | 0.09% | 212 |
|
|
2020
Q2 | $348K | Buy |
8,122
+359
| +5% | +$15.4K | 0.06% | 253 |
|
|
2020
Q1 | $317K | Buy |
7,763
+2,700
| +53% | +$110K | 0.07% | 230 |
|
|
2019
Q4 | $235K | Buy |
+5,063
| New | +$235K | 0.04% | 293 |
|