Spire 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 | $46.5K | Buy |
1,080
+152
| +16% | +$6.55K | ﹤0.01% | 1223 |
|
|
2025
Q1 | $39.5K | Hold |
928
| – | – | ﹤0.01% | 1369 |
|
|
2024
Q4 | $39.5K | Hold |
928
| – | – | ﹤0.01% | 1370 |
|
|
2024
Q3 | $40.3K | Hold |
928
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q2 | $39.2K | Sell |
928
-32
| -3% | -$1.35K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $40.9K | Sell |
960
-585
| -38% | -$24.9K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $65.2K | Sell |
1,545
-38
| -2% | -$1.61K | ﹤0.01% | 1113 |
|
|
2023
Q3 | $64.9K | Sell |
1,583
-2,794
| -64% | -$115K | ﹤0.01% | 1074 |
|
|
2023
Q2 | $181K | Buy |
4,377
+1,103
| +34% | +$45.7K | 0.01% | 753 |
|
|
2023
Q1 | $136K | Sell |
3,274
-23,722
| -88% | -$989K | 0.01% | 861 |
|
|
2022
Q4 | $1.1M | Buy |
26,996
+21,004
| +351% | +$859K | 0.06% | 226 |
|
|
2022
Q3 | $239K | Sell |
5,992
-3,031
| -34% | -$121K | 0.01% | 485 |
|
|
2022
Q2 | $366K | Sell |
9,023
-5,904
| -40% | -$239K | 0.02% | 570 |
|
|
2022
Q1 | $656K | Sell |
14,927
-1,978
| -12% | -$86.9K | 0.02% | 495 |
|
|
2021
Q4 | $766K | Buy |
16,905
+468
| +3% | +$21.2K | 0.02% | 561 |
|
|
2021
Q3 | $751K | Sell |
16,437
-3,839
| -19% | -$175K | 0.02% | 475 |
|
|
2021
Q2 | $934K | Sell |
20,276
-2,185
| -10% | -$101K | 0.03% | 448 |
|
|
2021
Q1 | $1.03M | Buy |
+22,461
| New | +$1.03M | 0.03% | 427 |
|