Stokes Family Office’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 | $365K | Hold |
8,472
| – | – | 0.04% | 187 |
|
|
2025
Q1 | $360K | Hold |
8,472
| – | – | 0.04% | 185 |
|
|
2024
Q4 | $361K | Hold |
8,472
| – | – | 0.04% | 189 |
|
|
2024
Q3 | $368K | Sell |
8,472
-223
| -3% | -$9.68K | 0.04% | 176 |
|
|
2024
Q2 | $367K | Sell |
8,695
-180
| -2% | -$7.6K | 0.04% | 172 |
|
|
2024
Q1 | $378K | Sell |
8,875
-565
| -6% | -$24K | 0.05% | 171 |
|
|
2023
Q4 | $399K | Sell |
9,440
-2,112
| -18% | -$89.2K | 0.05% | 159 |
|
|
2023
Q3 | $474K | Sell |
11,552
-3,766
| -25% | -$155K | 0.06% | 189 |
|
|
2023
Q2 | $635K | Sell |
15,318
-240
| -2% | -$9.95K | 0.07% | 155 |
|
|
2023
Q1 | $648K | Sell |
15,558
-459
| -3% | -$19.1K | 0.08% | 146 |
|
|
2022
Q4 | $655K | Buy |
16,017
+3,467
| +28% | +$142K | 0.08% | 140 |
|
|
2022
Q3 | $501K | Buy |
12,550
+2,645
| +27% | +$106K | 0.07% | 153 |
|
|
2022
Q2 | $402K | Sell |
9,905
-190
| -2% | -$7.71K | 0.05% | 178 |
|
|
2022
Q1 | $444K | Sell |
10,095
-408
| -4% | -$17.9K | 0.06% | 172 |
|
|
2021
Q4 | $476K | Sell |
10,503
-1,741
| -14% | -$78.9K | 0.06% | 158 |
|
|
2021
Q3 | $560K | Hold |
12,244
| – | – | 0.08% | 136 |
|
|
2021
Q2 | $564K | Sell |
12,244
-18
| -0.1% | -$829 | 0.08% | 129 |
|
|
2021
Q1 | $562K | Sell |
12,262
-13,647
| -53% | -$625K | 0.09% | 125 |
|
|
2020
Q4 | $1.18M | Sell |
25,909
-5,220
| -17% | -$237K | 0.23% | 73 |
|
|
2020
Q3 | $1.37M | Sell |
31,129
-6,036
| -16% | -$265K | 0.31% | 67 |
|
|
2020
Q2 | $1.59M | Sell |
37,165
-191,908
| -84% | -$8.23M | 0.4% | 56 |
|
|
2020
Q1 | $9.36M | Buy |
229,073
+11,985
| +6% | +$490K | 2.5% | 8 |
|
|
2019
Q4 | $10.2M | Buy |
+217,088
| New | +$10.2M | 2.26% | 12 |
|