Toth Financial Advisory’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 | $51.6K | Buy |
+1,197
| New | +$51.6K | 0.01% | 303 |
|
|
2023
Q3 | – | Sell |
-325
| Closed | -$13.5K | – | 832 |
|
|
2023
Q2 | $13.5K | Buy |
325
+65
| +25% | +$2.69K | ﹤0.01% | 435 |
|
|
2023
Q1 | $10.8K | Hold |
260
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $10.6K | Hold |
260
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $10K | Hold |
260
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $11K | Hold |
260
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $11K | Hold |
260
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $12K | Buy |
260
+30
| +13% | +$1.39K | ﹤0.01% | 477 |
|
|
2021
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 470 |
|
|
2021
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 446 |
|
|
2021
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $10K | Buy |
230
+115
| +100% | +$5K | ﹤0.01% | 405 |
|
|
2020
Q3 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 426 |
|