TPG Financial Advisors’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 | $430K | Buy |
9,960
+475
| +5% | +$20.5K | 0.17% | 49 |
|
|
2025
Q1 | $403K | Sell |
9,485
-194
| -2% | -$8.25K | 0.18% | 47 |
|
|
2024
Q4 | $412K | Sell |
9,679
-2,900
| -23% | -$124K | 0.18% | 48 |
|
|
2024
Q3 | $546K | Buy |
12,579
+565
| +5% | +$24.5K | 0.25% | 42 |
|
|
2024
Q2 | $507K | Buy |
+12,014
| New | +$507K | 0.24% | 44 |
|
|
2023
Q4 | $274K | Buy |
6,500
+1,616
| +33% | +$68.1K | 0.14% | 54 |
|
|
2023
Q3 | $200K | Buy |
+4,884
| New | +$200K | 0.1% | 54 |
|