Squire Investment Management Company’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 | $1.5M | Buy |
34,699
+5,845
| +20% | +$252K | 0.55% | 25 |
|
|
2025
Q1 | $1.23M | Buy |
28,854
+6,994
| +32% | +$297K | 0.51% | 31 |
|
|
2024
Q4 | $931K | Hold |
21,860
| – | – | 0.41% | 33 |
|
|
2024
Q3 | $949K | Buy |
21,860
+2,300
| +12% | +$99.9K | 0.45% | 29 |
|
|
2024
Q2 | $825K | Buy |
19,560
+710
| +4% | +$30K | 0.47% | 26 |
|
|
2024
Q1 | $802K | Buy |
18,850
+1,761
| +10% | +$74.9K | 0.51% | 28 |
|
|
2023
Q4 | $721K | Buy |
+17,089
| New | +$721K | 0.59% | 26 |
|