Naples Global Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Naples Global Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.82M	Sell	42,123 -1,065	-2%	-$45.9K	0.16%	162
2025 Q1	$1.84M	Sell	43,188 -2,855	-6%	-$121K	0.17%	156
2024 Q4	$1.96M	Sell	46,043 -1,165	-2%	-$49.6K	0.18%	147
2024 Q3	$2.05M	Sell	47,208 -2,875	-6%	-$125K	0.19%	141
2024 Q2	$2.11M	Sell	50,083 -1,430	-3%	-$60.3K	0.21%	127
2024 Q1	$2.19M	Sell	51,513 -2,545	-5%	-$108K	0.22%	127
2023 Q4	$2.28M	Sell	54,058 -8,595	-14%	-$363K	0.25%	118
2023 Q3	$2.57M	Sell	62,653 -1,995	-3%	-$81.9K	0.31%	97
2023 Q2	$2.68M	Sell	64,648 -3,250	-5%	-$135K	0.31%	93
2023 Q1	$2.83M	Sell	67,898 -1,345	-2%	-$56.1K	0.35%	84
2022 Q4	$2.83M	Sell	69,243 -443	-0.6%	-$18.1K	0.36%	84
2022 Q3	$2.78M	Sell	69,686 -8,677	-11%	-$347K	0.38%	83
2022 Q2	$3.18M	Sell	78,363 -10,765	-12%	-$437K	0.41%	77
2022 Q1	$3.92M	Buy	89,128 +740	+0.8%	+$32.5K	0.45%	64
2021 Q4	$4M	Buy	88,388 +2,947	+3%	+$134K	0.46%	62
2021 Q3	$3.91M	Buy	85,441 +4,933	+6%	+$225K	0.51%	54
2021 Q2	$3.71M	Buy	80,508 +11,900	+17%	+$548K	0.52%	57
2021 Q1	$3.14M	Buy	68,608 +10,841	+19%	+$497K	0.48%	63
2020 Q4	$2.63M	Buy	57,767 +19,874	+52%	+$903K	0.44%	68
2020 Q3	$1.67M	Buy	37,893 +1,322	+4%	+$58.1K	0.32%	92
2020 Q2	$1.57M	Buy	36,571 +60	+0.2%	+$2.57K	0.34%	92
2020 Q1	$1.49M	Buy	36,511 +3,090	+9%	+$126K	0.39%	75
2019 Q4	$1.55M	Buy	33,421 +3,367	+11%	+$156K	0.33%	95
2019 Q3	$1.4M	Buy	30,054 +2,300	+8%	+$107K	0.33%	100
2019 Q2	$1.3M	Buy	27,754 +6,705	+32%	+$313K	0.32%	102
2019 Q1	$983K	Buy	21,049 +1,830	+10%	+$85.5K	0.25%	133
2018 Q4	$881K	Buy	19,219 +5,170	+37%	+$237K	0.25%	134
2018 Q3	$661K	Buy	14,049 +5,284	+60%	+$249K	0.18%	174
2018 Q2	$409K	Buy	8,765 +4,395	+101%	+$205K	0.12%	218
2018 Q1	$204K	Buy	+4,370	New	+$204K	0.06%	280