Mutual 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 | $940K | Buy |
21,829
+330
| +2% | +$14.2K | 0.02% | 539 |
|
|
2025
Q1 | $912K | Sell |
21,499
-6,187
| -22% | -$262K | 0.03% | 478 |
|
|
2024
Q4 | $1.19M | Buy |
27,686
+2,478
| +10% | +$107K | 0.03% | 425 |
|
|
2024
Q3 | $1.08M | Sell |
25,208
-1,320
| -5% | -$56.8K | 0.03% | 457 |
|
|
2024
Q2 | $1.13M | Buy |
26,528
+196
| +0.7% | +$8.35K | 0.03% | 446 |
|
|
2024
Q1 | $1.12M | Sell |
26,332
-2,215
| -8% | -$94.2K | 0.04% | 445 |
|
|
2023
Q4 | $1.21M | Buy |
28,547
+624
| +2% | +$26.3K | 0.04% | 401 |
|
|
2023
Q3 | $1.15M | Sell |
27,923
-6,232
| -18% | -$256K | 0.04% | 384 |
|
|
2023
Q2 | $1.42M | Buy |
34,155
+1,284
| +4% | +$53.2K | 0.05% | 337 |
|
|
2023
Q1 | $1.37M | Buy |
32,871
+799
| +2% | +$33.3K | 0.06% | 341 |
|
|
2022
Q4 | $1.31M | Buy |
32,072
+22,066
| +221% | +$902K | 0.06% | 336 |
|
|
2022
Q3 | $400K | Buy |
10,006
+2,399
| +32% | +$95.9K | 0.02% | 629 |
|
|
2022
Q2 | $308K | Buy |
7,607
+273
| +4% | +$11.1K | 0.02% | 664 |
|
|
2022
Q1 | $322K | Sell |
7,334
-5,189
| -41% | -$228K | 0.02% | 695 |
|
|
2021
Q4 | $567K | Sell |
12,523
-1,418
| -10% | -$64.2K | 0.03% | 537 |
|
|
2021
Q3 | $637K | Sell |
13,941
-1,345
| -9% | -$61.5K | 0.04% | 482 |
|
|
2021
Q2 | $704K | Sell |
15,286
-537
| -3% | -$24.7K | 0.04% | 443 |
|
|
2021
Q1 | $725K | Sell |
15,823
-6,273
| -28% | -$287K | 0.05% | 396 |
|
|
2020
Q4 | $1M | Buy |
22,096
+5,849
| +36% | +$266K | 0.07% | 306 |
|
|
2020
Q3 | $714K | Buy |
16,247
+5,909
| +57% | +$260K | 0.06% | 333 |
|
|
2020
Q2 | $443K | Buy |
10,338
+4,150
| +67% | +$178K | 0.04% | 415 |
|
|
2020
Q1 | $253K | Buy |
+6,188
| New | +$253K | 0.03% | 437 |
|