Northwestern Mutual Wealth Management’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 | $6.71M | Buy |
155,562
+968
| +0.6% | +$41.8K | ﹤0.01% | 606 |
|
|
2025
Q1 | $6.57M | Buy |
154,594
+22,569
| +17% | +$960K | 0.01% | 580 |
|
|
2024
Q4 | $5.63M | Buy |
132,025
+76,240
| +137% | +$3.25M | ﹤0.01% | 584 |
|
|
2024
Q3 | $2.42M | Buy |
55,785
+6,231
| +13% | +$271K | ﹤0.01% | 801 |
|
|
2024
Q2 | $2.09M | Sell |
49,554
-5,234
| -10% | -$221K | ﹤0.01% | 806 |
|
|
2024
Q1 | $2.33M | Buy |
54,788
+28,740
| +110% | +$1.22M | ﹤0.01% | 753 |
|
|
2023
Q4 | $1.1M | Sell |
26,048
-104,375
| -80% | -$4.41M | ﹤0.01% | 942 |
|
|
2023
Q3 | $5.35M | Buy |
130,423
+19,265
| +17% | +$790K | 0.01% | 490 |
|
|
2023
Q2 | $4.61M | Buy |
111,158
+90,831
| +447% | +$3.76M | 0.01% | 516 |
|
|
2023
Q1 | $847K | Buy |
20,327
+2,167
| +12% | +$90.3K | ﹤0.01% | 944 |
|
|
2022
Q4 | $743K | Buy |
18,160
+7,789
| +75% | +$318K | ﹤0.01% | 963 |
|
|
2022
Q3 | $414K | Sell |
10,371
-666
| -6% | -$26.6K | ﹤0.01% | 1132 |
|
|
2022
Q2 | $448K | Sell |
11,037
-2,916
| -21% | -$118K | ﹤0.01% | 1088 |
|
|
2022
Q1 | $614K | Buy |
13,953
+3,792
| +37% | +$167K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $460K | Buy |
10,161
+12
| +0.1% | +$543 | ﹤0.01% | 1111 |
|
|
2021
Q3 | $463K | Sell |
10,149
-768
| -7% | -$35K | ﹤0.01% | 1025 |
|
|
2021
Q2 | $502K | Buy |
10,917
+121
| +1% | +$5.56K | ﹤0.01% | 979 |
|
|
2021
Q1 | $494K | Buy |
10,796
+670
| +7% | +$30.7K | ﹤0.01% | 927 |
|
|
2020
Q4 | $460K | Sell |
10,126
-2,513
| -20% | -$114K | ﹤0.01% | 859 |
|
|
2020
Q3 | $555K | Buy |
12,639
+2,661
| +27% | +$117K | ﹤0.01% | 732 |
|
|
2020
Q2 | $428K | Buy |
9,978
+507
| +5% | +$21.7K | ﹤0.01% | 744 |
|
|
2020
Q1 | $387K | Buy |
9,471
+479
| +5% | +$19.6K | ﹤0.01% | 714 |
|
|
2019
Q4 | $417K | Buy |
8,992
+2,990
| +50% | +$139K | ﹤0.01% | 726 |
|
|
2019
Q3 | $279K | Buy |
6,002
+2,740
| +84% | +$127K | ﹤0.01% | 785 |
|
|
2019
Q2 | $152K | Buy |
3,262
+1,568
| +93% | +$73.1K | ﹤0.01% | 969 |
|
|
2019
Q1 | $79K | Buy |
1,694
+1,633
| +2,677% | +$76.2K | ﹤0.01% | 1179 |
|
|
2018
Q4 | $3K | Buy |
61
+49
| +408% | +$2.41K | ﹤0.01% | 2145 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2399 |
|
|
2018
Q2 | $1K | Sell |
12
-17
| -59% | -$1.42K | ﹤0.01% | 2281 |
|
|
2018
Q1 | $1K | Buy |
29
+6
| +26% | +$207 | ﹤0.01% | 2131 |
|
|
2017
Q4 | $1K | Sell |
23
-43
| -65% | -$1.87K | ﹤0.01% | 2248 |
|
|
2017
Q3 | $3K | Sell |
66
-1,221
| -95% | -$55.5K | ﹤0.01% | 1931 |
|
|
2017
Q2 | $62K | Buy |
+1,287
| New | +$62K | ﹤0.01% | 1019 |
|