Resurgent Financial 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 | $1.05M | Buy |
24,311
+78
| +0.3% | +$3.37K | 0.58% | 49 |
|
|
2025
Q1 | $1.03M | Buy |
24,233
+1,885
| +8% | +$80.1K | 0.62% | 41 |
|
|
2024
Q4 | $952K | Buy |
22,348
+4,726
| +27% | +$201K | 0.56% | 47 |
|
|
2024
Q3 | $765K | Buy |
17,622
+8,584
| +95% | +$373K | 0.45% | 64 |
|
|
2024
Q2 | $381K | Sell |
9,038
-9,913
| -52% | -$418K | 0.24% | 122 |
|
|
2024
Q1 | $806K | Buy |
18,951
+14,398
| +316% | +$613K | 0.43% | 70 |
|
|
2023
Q4 | $192K | Buy |
+4,553
| New | +$192K | 0.12% | 169 |
|
|
2023
Q1 | – | Sell |
-3,655
| Closed | -$149K | – | 604 |
|
|
2022
Q4 | $149K | Buy |
+3,655
| New | +$149K | 0.08% | 240 |
|