Ritholtz Wealth 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 | $4.4M | Buy |
102,024
+67,640
| +197% | +$2.92M | 0.1% | 127 |
|
|
2025
Q1 | $1.46M | Sell |
34,384
-115,194
| -77% | -$4.9M | 0.04% | 314 |
|
|
2024
Q4 | $6.37M | Sell |
149,578
-14,342
| -9% | -$611K | 0.19% | 68 |
|
|
2024
Q3 | $7.12M | Buy |
163,920
+2,871
| +2% | +$125K | 0.21% | 58 |
|
|
2024
Q2 | $6.8M | Sell |
161,049
-12,502
| -7% | -$528K | 0.22% | 54 |
|
|
2024
Q1 | $7.38M | Buy |
+173,551
| New | +$7.38M | 0.25% | 51 |
|
|
2022
Q2 | – | Sell |
-22,181
| Closed | -$975K | – | 596 |
|
|
2022
Q1 | $975K | Buy |
22,181
+1,609
| +8% | +$70.7K | 0.07% | 189 |
|
|
2021
Q4 | $932K | Buy |
20,572
+4,382
| +27% | +$199K | 0.06% | 178 |
|
|
2021
Q3 | $740K | Buy |
16,190
+317
| +2% | +$14.5K | 0.05% | 190 |
|
|
2021
Q2 | $731K | Buy |
15,873
+2,421
| +18% | +$111K | 0.05% | 193 |
|
|
2021
Q1 | $616K | Buy |
13,452
+1,493
| +12% | +$68.4K | 0.05% | 177 |
|
|
2020
Q4 | $543K | Buy |
11,959
+784
| +7% | +$35.6K | 0.05% | 153 |
|
|
2020
Q3 | $491K | Buy |
11,175
+1,652
| +17% | +$72.6K | 0.06% | 139 |
|
|
2020
Q2 | $408K | Buy |
+9,523
| New | +$408K | 0.05% | 134 |
|