Sweeney & Michel’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 | $12.3M | Buy |
287,658
+13,541
| +5% | +$580K | 4.37% | 5 |
|
|
2025
Q1 | $11.2M | Buy |
+274,117
| New | +$11.2M | 4.9% | 5 |
|
|
2024
Q3 | $10.2M | Buy |
235,703
+10,225
| +5% | +$442K | 4.01% | 6 |
|
|
2024
Q2 | $9.52M | Buy |
225,478
+4,082
| +2% | +$172K | 4.06% | 6 |
|
|
2024
Q1 | $9.33M | Buy |
+221,396
| New | +$9.33M | 4.13% | 6 |
|
|
2023
Q3 | $7.88M | Buy |
191,571
+7,028
| +4% | +$289K | 4.13% | 6 |
|
|
2023
Q2 | $7.63M | Buy |
184,543
+10,005
| +6% | +$414K | 3.93% | 8 |
|
|
2023
Q1 | $7.18M | Buy |
+174,538
| New | +$7.18M | 3.83% | 7 |
|