Shepherd Financial Partners’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 | $244K | Buy |
5,653
+69
| +1% | +$2.98K | 0.03% | 220 |
|
|
2025
Q1 | $237K | Sell |
5,584
-1,500
| -21% | -$63.8K | 0.03% | 216 |
|
|
2024
Q4 | $302K | Sell |
7,084
-9,405
| -57% | -$401K | 0.04% | 179 |
|
|
2024
Q3 | $716K | Sell |
16,489
-3,725
| -18% | -$162K | 0.09% | 121 |
|
|
2024
Q2 | $853K | Sell |
20,214
-181
| -0.9% | -$7.64K | 0.11% | 106 |
|
|
2024
Q1 | $868K | Buy |
20,395
+6,788
| +50% | +$289K | 0.11% | 109 |
|
|
2023
Q4 | $575K | Buy |
+13,607
| New | +$575K | 0.08% | 132 |
|
|
2023
Q1 | – | Sell |
-5,028
| Closed | -$206K | – | 182 |
|
|
2022
Q4 | $206K | Buy |
+5,028
| New | +$206K | 0.04% | 167 |
|