Peak Financial 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 | $9.97M | Buy |
231,161
+5,400
| +2% | +$233K | 2.84% | 13 |
|
|
2025
Q1 | $9.6M | Buy |
225,761
+6,854
| +3% | +$291K | 2.87% | 13 |
|
|
2024
Q4 | $9.33M | Buy |
218,907
+9,365
| +4% | +$399K | 2.79% | 13 |
|
|
2024
Q3 | $9.1M | Buy |
209,542
+4,771
| +2% | +$207K | 2.67% | 13 |
|
|
2024
Q2 | $8.64M | Sell |
204,771
-1,679
| -0.8% | -$70.9K | 2.7% | 12 |
|
|
2024
Q1 | $8.78M | Buy |
206,450
+4,292
| +2% | +$183K | 2.78% | 11 |
|
|
2023
Q4 | $8.54M | Buy |
202,158
+3,765
| +2% | +$159K | 2.87% | 11 |
|
|
2023
Q3 | $8.14M | Buy |
198,393
+6,855
| +4% | +$281K | 2.96% | 12 |
|
|
2023
Q2 | $7.94M | Buy |
191,538
+2,589
| +1% | +$107K | 2.83% | 12 |
|
|
2023
Q1 | $7.88M | Buy |
188,949
+2,464
| +1% | +$103K | 2.93% | 12 |
|
|
2022
Q4 | $7.63M | Sell |
186,485
-5,800
| -3% | -$237K | 3% | 12 |
|
|
2022
Q3 | $7.68M | Buy |
192,285
+433
| +0.2% | +$17.3K | 3.2% | 10 |
|
|
2022
Q2 | $7.78M | Buy |
191,852
+2,120
| +1% | +$86K | 2.99% | 13 |
|
|
2022
Q1 | $8.34M | Buy |
189,732
+15,315
| +9% | +$673K | 2.79% | 12 |
|
|
2021
Q4 | $7.9M | Buy |
174,417
+577
| +0.3% | +$26.1K | 2.56% | 17 |
|
|
2021
Q3 | $7.94M | Buy |
173,840
+4,578
| +3% | +$209K | 2.69% | 14 |
|
|
2021
Q2 | $7.8M | Buy |
169,262
+9,504
| +6% | +$438K | 2.65% | 14 |
|
|
2021
Q1 | $7.32M | Buy |
159,758
+6,186
| +4% | +$283K | 2.65% | 15 |
|
|
2020
Q4 | $6.98M | Buy |
153,572
+10,909
| +8% | +$496K | 2.63% | 16 |
|
|
2020
Q3 | $6.27M | Buy |
142,663
+5,745
| +4% | +$252K | 2.71% | 15 |
|
|
2020
Q2 | $5.87M | Sell |
136,918
-2,629
| -2% | -$113K | 2.76% | 15 |
|
|
2020
Q1 | $5.7M | Buy |
139,547
+16,730
| +14% | +$684K | 2.91% | 12 |
|
|
2019
Q4 | $5.7M | Sell |
122,817
-1,766
| -1% | -$82K | 2.43% | 15 |
|
|
2019
Q3 | $5.79M | Buy |
124,583
+4,086
| +3% | +$190K | 2.57% | 15 |
|
|
2019
Q2 | $5.63M | Buy |
120,497
+3,730
| +3% | +$174K | 2.53% | 15 |
|
|
2019
Q1 | $5.45M | Sell |
116,767
-11,342
| -9% | -$530K | 2.51% | 17 |
|
|
2018
Q4 | $5.71M | Sell |
128,109
-702
| -0.5% | -$31.3K | 2.81% | 14 |
|
|
2018
Q3 | $6.06M | Buy |
128,811
+3,918
| +3% | +$184K | 2.73% | 18 |
|
|
2018
Q2 | $5.82M | Buy |
124,893
+248
| +0.2% | +$11.6K | 2.69% | 19 |
|
|
2018
Q1 | $5.83M | Sell |
124,645
-17,634
| -12% | -$825K | 2.77% | 17 |
|
|
2017
Q4 | $6.71M | Buy |
142,279
+1,187
| +0.8% | +$55.9K | 2.54% | 19 |
|
|
2017
Q3 | $6.75M | Buy |
141,092
+2,087
| +2% | +$99.8K | 2.6% | 19 |
|
|
2017
Q2 | $6.65M | Buy |
139,005
+5,739
| +4% | +$275K | 2.6% | 19 |
|
|
2017
Q1 | $6.37M | Buy |
133,266
+1,643
| +1% | +$78.5K | 2.57% | 19 |
|
|
2016
Q4 | $6.23M | Buy |
131,623
+5,616
| +4% | +$266K | 2.71% | 18 |
|
|
2016
Q3 | $5.96M | Buy |
126,007
+48,558
| +63% | +$2.3M | 2.58% | 18 |
|
|
2016
Q2 | $3.59M | Buy |
+77,449
| New | +$3.59M | 1.6% | 20 |
|