Pinion 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 | $1.15M | Sell |
26,621
-23,081
| -46% | -$996K | 0.4% | 45 |
|
|
2025
Q1 | $2.11M | Buy |
49,702
+25,806
| +108% | +$1.1M | 0.47% | 37 |
|
|
2024
Q4 | $1.02M | Buy |
23,896
+2,850
| +14% | +$121K | 0.41% | 44 |
|
|
2024
Q3 | $914K | Buy |
21,046
+1,282
| +6% | +$55.7K | 0.38% | 52 |
|
|
2024
Q2 | $834K | Sell |
19,764
-129
| -0.6% | -$5.44K | 0.41% | 47 |
|
|
2024
Q1 | $846K | Buy |
19,893
+2,464
| +14% | +$105K | 0.44% | 46 |
|
|
2023
Q4 | $736K | Buy |
17,429
+3,182
| +22% | +$134K | 0.44% | 44 |
|
|
2023
Q3 | $585K | Buy |
14,247
+777
| +6% | +$31.9K | 0.38% | 62 |
|
|
2023
Q2 | $558K | Sell |
13,470
-568
| -4% | -$23.5K | 0.38% | 66 |
|
|
2023
Q1 | $585K | Buy |
+14,038
| New | +$585K | 0.55% | 52 |
|