Smith Salley 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 | $4.26M | Buy |
98,644
+368
| +0.4% | +$15.9K | 0.25% | 68 |
|
|
2025
Q1 | $4.18M | Buy |
+98,276
| New | +$4.18M | 0.27% | 65 |
|
|
2022
Q4 | – | Sell |
-40,305
| Closed | -$1.61M | – | 227 |
|
|
2022
Q3 | $1.61M | Buy |
40,305
+1,816
| +5% | +$72.5K | 0.15% | 106 |
|
|
2022
Q2 | $1.56M | Sell |
38,489
-1,461
| -4% | -$59.3K | 0.14% | 112 |
|
|
2022
Q1 | $1.76M | Buy |
39,950
+4,836
| +14% | +$213K | 0.13% | 114 |
|
|
2021
Q4 | $1.59M | Buy |
35,114
+5,114
| +17% | +$232K | 0.11% | 124 |
|
|
2021
Q3 | $1.37M | Sell |
30,000
-9,059
| -23% | -$414K | 0.11% | 123 |
|
|
2021
Q2 | $1.8M | Buy |
39,059
+28,787
| +280% | +$1.33M | 0.15% | 106 |
|
|
2021
Q1 | $471K | Buy |
+10,272
| New | +$471K | 0.04% | 175 |
|