SteelPeak Wealth’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 | – | Sell |
-6,501
| Closed | -$276K | – | 559 |
|
|
2025
Q1 | $276K | Sell |
6,501
-87
| -1% | -$3.7K | 0.01% | 406 |
|
|
2024
Q4 | $281K | Buy |
6,588
+1,679
| +34% | +$71.5K | 0.01% | 402 |
|
|
2024
Q3 | $213K | Sell |
4,909
-745
| -13% | -$32.3K | 0.01% | 427 |
|
|
2024
Q2 | $239K | Sell |
5,654
-2,832
| -33% | -$120K | 0.01% | 402 |
|
|
2024
Q1 | $361K | Buy |
8,486
+1,691
| +25% | +$72K | 0.02% | 323 |
|
|
2023
Q4 | $287K | Buy |
6,795
+710
| +12% | +$30K | 0.02% | 328 |
|
|
2023
Q3 | $250K | Sell |
6,085
-171
| -3% | -$7.02K | 0.02% | 345 |
|
|
2023
Q2 | $259K | Sell |
6,256
-313
| -5% | -$13K | 0.02% | 339 |
|
|
2023
Q1 | $274K | Sell |
6,569
-155,650
| -96% | -$6.49M | 0.02% | 303 |
|
|
2022
Q4 | $6.63M | Buy |
162,219
+136,904
| +541% | +$5.6M | 0.49% | 56 |
|
|
2022
Q3 | $1.01M | Sell |
25,315
-249
| -1% | -$9.94K | 0.08% | 168 |
|
|
2022
Q2 | $1.04M | Buy |
25,564
+14,604
| +133% | +$592K | 0.07% | 164 |
|
|
2022
Q1 | $482K | Buy |
10,960
+3,778
| +53% | +$166K | 0.03% | 287 |
|
|
2021
Q4 | $325K | Buy |
7,182
+1,574
| +28% | +$71.2K | 0.02% | 303 |
|
|
2021
Q3 | $256K | Sell |
5,608
-71
| -1% | -$3.24K | 0.02% | 342 |
|
|
2021
Q2 | $262K | Sell |
5,679
-614
| -10% | -$28.3K | 0.02% | 344 |
|
|
2021
Q1 | $288K | Sell |
6,293
-200,835
| -97% | -$9.19M | 0.02% | 299 |
|
|
2020
Q4 | $9.41M | Buy |
207,128
+1,439
| +0.7% | +$65.4K | 0.86% | 28 |
|
|
2020
Q3 | $9.04M | Buy |
205,689
+9,727
| +5% | +$428K | 0.97% | 22 |
|
|
2020
Q2 | $8.41M | Buy |
195,962
+12,699
| +7% | +$545K | 1.06% | 21 |
|
|
2020
Q1 | $7.49M | Buy |
+183,263
| New | +$7.49M | 1.18% | 17 |
|