Summit Financial’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 | $671K | Buy |
15,553
+9,380
| +152% | +$405K | 0.02% | 502 |
|
|
2025
Q1 | $262K | Buy |
6,173
+1,282
| +26% | +$54.5K | 0.01% | 638 |
|
|
2024
Q4 | $208K | Buy |
+4,891
| New | +$208K | 0.01% | 615 |
|
|
2024
Q3 | – | Sell |
-4,762
| Closed | -$201K | – | 553 |
|
|
2024
Q2 | $201K | Buy |
4,762
+35
| +0.7% | +$1.48K | 0.01% | 477 |
|
|
2024
Q1 | $201K | Buy |
+4,727
| New | +$201K | 0.01% | 374 |
|