NFP Retirement Inc’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
Q1
Sell
-14,696
Closed -$626K 296
2024
Q4
$626K Buy
14,696
+42
+0.3% +$1.79K 0.05% 163
2024
Q3
$636K Buy
14,654
+35
+0.2% +$1.52K 0.05% 165
2024
Q2
$617K Buy
+14,619
New +$617K 0.05% 166
2023
Q1
Sell
-9,346
Closed -$382K 251
2022
Q4
$382K Buy
+9,346
New +$382K 0.08% 168