SageView 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 | $4.65M | Buy |
107,992
+504
| +0.5% | +$21.7K | 0.18% | 63 |
|
|
2025
Q1 | $4.57M | Sell |
107,488
-4,206
| -4% | -$179K | 0.19% | 57 |
|
|
2024
Q4 | $4.76M | Buy |
111,694
+67
| +0.1% | +$2.86K | 0.2% | 60 |
|
|
2024
Q3 | $4.85M | Buy |
+111,627
| New | +$4.85M | 0.25% | 51 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 57 |
|
|
2024
Q1 | – | Hold |
0
| – | -$4.45M | – | 789 |
|
|
2023
Q4 | – | Sell |
-102,173
| Closed | -$4.19M | – | 66 |
|
|
2023
Q3 | $4.19M | Buy |
102,173
+9,443
| +10% | +$387K | 0.24% | 62 |
|
|
2023
Q2 | $3.84M | Buy |
92,730
+10,284
| +12% | +$426K | 0.21% | 71 |
|
|
2023
Q1 | $3.44M | Buy |
+82,446
| New | +$3.44M | 0.22% | 74 |
|