Partners Value Investments’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 | – | Sell |
-241,302
| Closed | -$10.3M | – | 10 |
|
|
2025
Q1 | $10.3M | Hold |
241,302
| – | – | 0.12% | 7 |
|
|
2024
Q4 | $10.3M | Hold |
241,302
| – | – | 0.11% | 7 |
|
|
2024
Q3 | $10.5M | Hold |
241,302
| – | – | 0.12% | 7 |
|
|
2024
Q2 | $10.2M | Hold |
241,302
| – | – | 0.15% | 8 |
|
|
2024
Q1 | $10.3M | Hold |
241,302
| – | – | 0.15% | 8 |
|
|
2023
Q4 | $10.2M | Hold |
241,302
| – | – | 0.16% | 8 |
|
|
2023
Q3 | $9.9M | Buy |
+241,302
| New | +$9.9M | 0.19% | 7 |
|
|
2021
Q2 | $11.1K | Hold |
241,302
| – | – | ﹤0.01% | 4 |
|
|
2021
Q1 | $11.1M | Hold |
241,302
| – | – | 0.19% | 4 |
|
|
2020
Q4 | $11M | Hold |
241,302
| – | – | 0.2% | 4 |
|
|
2020
Q3 | $10.6M | Buy |
241,302
+114,290
| +90% | +$5.02M | 0.24% | 5 |
|
|
2020
Q2 | $5.45M | Buy |
+127,012
| New | +$5.45M | 0.13% | 5 |
|