OneDigital 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 | $10.8M | Sell |
250,458
-19,385
| -7% | -$836K | 0.12% | 152 |
|
|
2025
Q1 | $11.5M | Sell |
269,843
-42,293
| -14% | -$1.8M | 0.14% | 139 |
|
|
2024
Q4 | $13.3M | Sell |
312,136
-37,093
| -11% | -$1.58M | 0.15% | 125 |
|
|
2024
Q3 | $15.2M | Buy |
349,229
+4,788
| +1% | +$208K | 0.17% | 110 |
|
|
2024
Q2 | $14.5M | Sell |
344,441
-830
| -0.2% | -$35K | 0.18% | 103 |
|
|
2024
Q1 | $14.7M | Buy |
345,271
+47,891
| +16% | +$2.04M | 0.23% | 93 |
|
|
2023
Q4 | $12.6M | Buy |
297,380
+50,522
| +20% | +$2.13M | 0.22% | 96 |
|
|
2023
Q3 | $10.1M | Buy |
246,858
+496
| +0.2% | +$20.4K | 0.22% | 96 |
|
|
2023
Q2 | $10.2M | Sell |
246,362
-11,388
| -4% | -$472K | 0.23% | 88 |
|
|
2023
Q1 | $10.7M | Sell |
257,750
-246,136
| -49% | -$10.3M | 0.25% | 79 |
|
|
2022
Q4 | $20.6M | Buy |
503,886
+482,185
| +2,222% | +$19.7M | 0.6% | 36 |
|
|
2022
Q3 | $867K | Buy |
+21,701
| New | +$867K | 0.03% | 329 |
|
|
2020
Q4 | – | Sell |
-5,181
| Closed | -$228K | – | 663 |
|
|
2020
Q3 | $228K | Sell |
5,181
-2,257
| -30% | -$99.3K | 0.02% | 507 |
|
|
2020
Q2 | $319K | Sell |
7,438
-957
| -11% | -$41K | 0.02% | 419 |
|
|
2020
Q1 | $343K | Buy |
+8,395
| New | +$343K | 0.03% | 331 |
|