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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
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2025
Q1 | $360K | Hold |
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|
2024
Q4 | $361K | Hold |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $476K | Sell |
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|
2021
Q3 | $560K | Hold |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $562K | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $1.59M | Sell |
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|
2020
Q1 | $9.36M | Buy |
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|
2019
Q4 | $10.2M | Buy |
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