Powers Advisory 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 | $9.4M | Buy |
217,929
+5,583
| +3% | +$241K | 4.13% | 7 |
|
|
2025
Q1 | $9.03M | Buy |
212,346
+2,813
| +1% | +$120K | 4.3% | 7 |
|
|
2024
Q4 | $8.93M | Buy |
209,533
+2,447
| +1% | +$104K | 4.47% | 5 |
|
|
2024
Q3 | $8.99M | Buy |
207,086
+4,889
| +2% | +$212K | 4.49% | 6 |
|
|
2024
Q2 | $8.53M | Buy |
202,197
+12,536
| +7% | +$529K | 4.65% | 5 |
|
|
2024
Q1 | $8.07M | Buy |
189,661
+6,029
| +3% | +$257K | 4.61% | 5 |
|
|
2023
Q4 | $7.75M | Buy |
183,632
+10,768
| +6% | +$455K | 4.78% | 5 |
|
|
2023
Q3 | $7.09M | Buy |
172,864
+2,507
| +1% | +$103K | 4.82% | 5 |
|
|
2023
Q2 | $7.06M | Buy |
170,357
+9,248
| +6% | +$383K | 4.68% | 5 |
|
|
2023
Q1 | $6.72M | Buy |
161,109
+8,280
| +5% | +$345K | 4.69% | 5 |
|
|
2022
Q4 | $6.25M | Buy |
152,829
+490
| +0.3% | +$20K | 4.61% | 5 |
|
|
2022
Q3 | $6.08M | Buy |
152,339
+7,748
| +5% | +$309K | 4.85% | 4 |
|
|
2022
Q2 | $5.86M | Buy |
144,591
+5,553
| +4% | +$225K | 4.51% | 5 |
|
|
2022
Q1 | $6.11M | Buy |
139,038
+34,346
| +33% | +$1.51M | 4.25% | 5 |
|
|
2021
Q4 | $4.74M | Buy |
+104,692
| New | +$4.74M | 3.34% | 8 |
|