Sowell Financial Services’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 | $606K | Buy |
14,045
+9,192
| +189% | +$397K | 0.02% | 559 |
|
|
2025
Q1 | $206K | Buy |
+4,853
| New | +$206K | 0.01% | 921 |
|
|
2023
Q4 | – | Sell |
-10,888
| Closed | -$447K | – | 573 |
|
|
2023
Q3 | $447K | Sell |
10,888
-34,198
| -76% | -$1.4M | 0.03% | 416 |
|
|
2023
Q2 | $1.87M | Buy |
45,086
+38,080
| +544% | +$1.58M | 0.1% | 227 |
|
|
2023
Q1 | $292K | Sell |
7,006
-36,505
| -84% | -$1.52M | 0.02% | 568 |
|
|
2022
Q4 | $1.78M | Buy |
+43,511
| New | +$1.78M | 0.12% | 206 |
|
|
2022
Q1 | – | Sell |
-66,146
| Closed | -$3M | – | 449 |
|
|
2021
Q4 | $3M | Buy |
+66,146
| New | +$3M | 0.17% | 137 |
|
|
2021
Q3 | – | Sell |
-87,889
| Closed | -$4.05M | – | 548 |
|
|
2021
Q2 | $4.05M | Buy |
87,889
+55,758
| +174% | +$2.57M | 0.27% | 102 |
|
|
2021
Q1 | $1.47M | Sell |
32,131
-2,574
| -7% | -$118K | 0.05% | 307 |
|
|
2020
Q4 | $1.58M | Buy |
34,705
+4,500
| +15% | +$204K | 0.07% | 245 |
|
|
2020
Q3 | $1.33M | Sell |
30,205
-13,648
| -31% | -$600K | 0.07% | 239 |
|
|
2020
Q2 | $1.88M | Buy |
43,853
+23,234
| +113% | +$997K | 0.1% | 181 |
|
|
2020
Q1 | $843K | Buy |
20,619
+19,896
| +2,752% | +$813K | 0.06% | 275 |
|
|
2019
Q4 | $34K | Sell |
723
-811
| -53% | -$38.1K | ﹤0.01% | 1285 |
|
|
2019
Q3 | $71K | Buy |
+1,534
| New | +$71K | 0.01% | 913 |
|