Portside Wealth Group’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 | $3.95M | Buy |
91,666
+11,862
| +15% | +$512K | 0.59% | 42 |
|
|
2025
Q1 | $3.39M | Buy |
79,804
+1,546
| +2% | +$65.7K | 0.55% | 52 |
|
|
2024
Q4 | $3.33M | Buy |
78,258
+1,673
| +2% | +$71.3K | 0.55% | 46 |
|
|
2024
Q3 | $3.33M | Buy |
76,585
+9,513
| +14% | +$413K | 0.57% | 45 |
|
|
2024
Q2 | $2.83M | Sell |
67,072
-17,797
| -21% | -$751K | 0.54% | 49 |
|
|
2024
Q1 | $3.61M | Sell |
84,869
-1,331
| -2% | -$56.6K | 0.67% | 35 |
|
|
2023
Q4 | $3.64M | Sell |
86,200
-28,081
| -25% | -$1.19M | 0.68% | 36 |
|
|
2023
Q3 | $4.69M | Buy |
114,281
+2,265
| +2% | +$92.9K | 0.88% | 29 |
|
|
2023
Q2 | $4.64M | Buy |
+112,016
| New | +$4.64M | 0.86% | 29 |
|