Sigma Planning Corp’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 | $2.9M | Buy |
67,206
+3,063
| +5% | +$132K | 0.09% | 234 |
|
|
2025
Q1 | $2.73M | Buy |
64,143
+14,513
| +29% | +$617K | 0.09% | 226 |
|
|
2024
Q4 | $2.11M | Buy |
49,630
+2,093
| +4% | +$89.2K | 0.07% | 271 |
|
|
2024
Q3 | $2.06M | Buy |
47,537
+10,834
| +30% | +$470K | 0.06% | 281 |
|
|
2024
Q2 | $1.55M | Sell |
36,703
-18,619
| -34% | -$786K | 0.05% | 355 |
|
|
2024
Q1 | $2.35M | Buy |
55,322
+31,521
| +132% | +$1.34M | 0.07% | 266 |
|
|
2023
Q4 | $1M | Sell |
23,801
-43,711
| -65% | -$1.85M | 0.08% | 269 |
|
|
2023
Q3 | $2.77M | Buy |
67,512
+9,568
| +17% | +$393K | 0.1% | 200 |
|
|
2023
Q2 | $2.4M | Buy |
57,944
+1,999
| +4% | +$82.9K | 0.09% | 251 |
|
|
2023
Q1 | $2.33M | Buy |
55,945
+11,711
| +26% | +$488K | 0.08% | 264 |
|
|
2022
Q4 | $1.81M | Buy |
44,234
+8,125
| +23% | +$332K | 0.06% | 304 |
|
|
2022
Q3 | $1.44M | Sell |
36,109
-324
| -0.9% | -$12.9K | 0.06% | 336 |
|
|
2022
Q2 | $1.48M | Buy |
36,433
+3,125
| +9% | +$127K | 0.05% | 342 |
|
|
2022
Q1 | $1.46M | Buy |
33,308
+3,918
| +13% | +$172K | 0.04% | 403 |
|
|
2021
Q4 | $1.33M | Sell |
29,390
-391
| -1% | -$17.7K | 0.04% | 432 |
|
|
2021
Q3 | $1.36M | Sell |
29,781
-3,999
| -12% | -$183K | 0.04% | 438 |
|
|
2021
Q2 | $1.56M | Sell |
33,780
-3,056
| -8% | -$141K | 0.05% | 395 |
|
|
2021
Q1 | $1.69M | Sell |
36,836
-16,655
| -31% | -$763K | 0.05% | 356 |
|
|
2020
Q4 | $2.43M | Sell |
53,491
-5,751
| -10% | -$261K | 0.08% | 246 |
|
|
2020
Q3 | $2.6M | Buy |
59,242
+8,260
| +16% | +$363K | 0.1% | 208 |
|
|
2020
Q2 | $2.19M | Buy |
50,982
+2,671
| +6% | +$115K | 0.1% | 220 |
|
|
2020
Q1 | $1.97M | Buy |
48,311
+8,832
| +22% | +$361K | 0.12% | 178 |
|
|
2019
Q4 | $1.83M | Buy |
39,479
+16,163
| +69% | +$750K | 0.08% | 260 |
|
|
2019
Q3 | $1.08M | Buy |
23,316
+359
| +2% | +$16.7K | 0.05% | 351 |
|
|
2019
Q2 | $1.07M | Sell |
22,957
-6,697
| -23% | -$313K | 0.06% | 332 |
|
|
2019
Q1 | $1.39M | Sell |
29,654
-1,491
| -5% | -$69.6K | 0.08% | 257 |
|
|
2018
Q4 | $1.39M | Sell |
31,145
-5,909
| -16% | -$263K | 0.1% | 208 |
|
|
2018
Q3 | $1.75M | Buy |
37,054
+8,097
| +28% | +$381K | 0.1% | 206 |
|
|
2018
Q2 | $1.35M | Sell |
28,957
-430
| -1% | -$20K | 0.09% | 226 |
|
|
2018
Q1 | $1.38M | Buy |
29,387
+261
| +0.9% | +$12.2K | 0.1% | 211 |
|
|
2017
Q4 | $1.37M | Buy |
29,126
+2,881
| +11% | +$136K | 0.11% | 215 |
|
|
2017
Q3 | $1.26M | Buy |
26,245
+1,564
| +6% | +$74.8K | 0.1% | 216 |
|
|
2017
Q2 | $1.18M | Buy |
24,681
+3,756
| +18% | +$180K | 0.11% | 215 |
|
|
2017
Q1 | $1M | Buy |
20,925
+5,456
| +35% | +$261K | 0.1% | 237 |
|
|
2016
Q4 | $732K | Buy |
15,469
+6,805
| +79% | +$322K | 0.08% | 267 |
|
|
2016
Q3 | $410K | Buy |
8,664
+117
| +1% | +$5.54K | 0.05% | 399 |
|
|
2016
Q2 | $396K | Sell |
8,547
-133
| -2% | -$6.16K | 0.05% | 386 |
|
|
2016
Q1 | $391K | Buy |
+8,680
| New | +$391K | 0.05% | 369 |
|