United Capital 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 | $2.31M | Sell |
53,491
-8,109
| -13% | -$350K | 0.02% | 412 |
|
|
2025
Q1 | $2.62M | Sell |
61,600
-44,637
| -42% | -$1.9M | 0.02% | 373 |
|
|
2024
Q4 | $4.53M | Sell |
106,237
-30,204
| -22% | -$1.29M | 0.04% | 274 |
|
|
2024
Q3 | $5.92M | Sell |
136,441
-39,400
| -22% | -$1.71M | 0.05% | 239 |
|
|
2024
Q2 | $7.42M | Sell |
175,841
-7,019
| -4% | -$296K | 0.06% | 209 |
|
|
2024
Q1 | $7.78M | Sell |
182,860
-11,114
| -6% | -$473K | 0.06% | 208 |
|
|
2023
Q4 | $8.19M | Buy |
193,974
+78,194
| +68% | +$3.3M | 0.07% | 221 |
|
|
2023
Q3 | $4.75M | Sell |
115,780
-2,069
| -2% | -$84.9K | 0.03% | 306 |
|
|
2023
Q2 | $4.88M | Buy |
117,849
+5,513
| +5% | +$229K | 0.03% | 317 |
|
|
2023
Q1 | $4.68M | Sell |
112,336
-6,377
| -5% | -$266K | 0.03% | 324 |
|
|
2022
Q4 | $4.85M | Sell |
118,713
-4,035
| -3% | -$165K | 0.03% | 327 |
|
|
2022
Q3 | $4.9M | Sell |
122,748
-20,145
| -14% | -$805K | 0.03% | 322 |
|
|
2022
Q2 | $5.79M | Sell |
142,893
-18,344
| -11% | -$744K | 0.03% | 322 |
|
|
2022
Q1 | $7.09M | Buy |
161,237
+42,918
| +36% | +$1.89M | 0.03% | 315 |
|
|
2021
Q4 | $5.36M | Buy |
118,319
+11,264
| +11% | +$510K | 0.02% | 365 |
|
|
2021
Q3 | $4.89M | Buy |
107,055
+26,086
| +32% | +$1.19M | 0.02% | 378 |
|
|
2021
Q2 | $3.73M | Buy |
80,969
+37,531
| +86% | +$1.73M | 0.02% | 420 |
|
|
2021
Q1 | $1.99M | Hold |
43,438
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $1.97M | Sell |
43,438
-14,940
| -26% | -$679K | 0.01% | 506 |
|
|
2020
Q3 | $2.57M | Sell |
58,378
-58,108
| -50% | -$2.55M | 0.02% | 447 |
|
|
2020
Q2 | $5M | Sell |
116,486
-46,804
| -29% | -$2.01M | 0.04% | 360 |
|
|
2020
Q1 | $6.67M | Sell |
163,290
-48,276
| -23% | -$1.97M | 0.06% | 295 |
|
|
2019
Q4 | $9.82M | Buy |
211,566
+26,490
| +14% | +$1.23M | 0.06% | 313 |
|
|
2019
Q3 | $8.6M | Sell |
185,076
-1,887
| -1% | -$87.7K | 0.06% | 311 |
|
|
2019
Q2 | $8.73M | Sell |
186,963
-54,029
| -22% | -$2.52M | 0.06% | 316 |
|
|
2019
Q1 | $11.3M | Sell |
240,992
-40,231
| -14% | -$1.88M | 0.08% | 274 |
|
|
2018
Q4 | $12.5M | Sell |
281,223
-27,811
| -9% | -$1.24M | 0.1% | 221 |
|
|
2018
Q3 | $14.5M | Buy |
+309,034
| New | +$14.5M | 0.1% | 219 |
|
|
2017
Q1 | – | Sell |
-4,277
| Closed | -$202K | – | 1284 |
|
|
2016
Q4 | $202K | Sell |
4,277
-5,043
| -54% | -$238K | ﹤0.01% | 1185 |
|
|
2016
Q3 | $441K | Sell |
9,320
-9,240
| -50% | -$437K | ﹤0.01% | 996 |
|
|
2016
Q2 | $854K | Sell |
18,560
-7,781,704
| -100% | -$358M | 0.01% | 782 |
|
|
2016
Q1 | $351M | Buy |
7,800,264
+1,300,464
| +20% | +$58.6M | 3.87% | 2 |
|
|
2015
Q4 | $289M | Buy |
6,499,800
+1,316,881
| +25% | +$58.6M | 3.33% | 2 |
|
|
2015
Q3 | $237M | Buy |
+5,182,919
| New | +$237M | 2.85% | 3 |
|