Valmark Advisers’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
Q1 | – | Sell |
-6,185
| Closed | -$264K | – | 623 |
|
|
2024
Q4 | $264K | Sell |
6,185
-6,812
| -52% | -$290K | ﹤0.01% | 532 |
|
|
2024
Q3 | $564K | Buy |
+12,997
| New | +$564K | 0.01% | 393 |
|
|
2022
Q1 | – | Sell |
-5,141
| Closed | -$233K | – | 438 |
|
|
2021
Q4 | $233K | Sell |
5,141
-784
| -13% | -$35.5K | ﹤0.01% | 380 |
|
|
2021
Q3 | $271K | Buy |
5,925
+1,231
| +26% | +$56.3K | 0.01% | 339 |
|
|
2021
Q2 | $216K | Buy |
4,694
+48
| +1% | +$2.21K | ﹤0.01% | 365 |
|
|
2021
Q1 | $213K | Sell |
4,646
-2
| -0% | -$92 | ﹤0.01% | 354 |
|
|
2020
Q4 | $211K | Hold |
4,648
| – | – | ﹤0.01% | 329 |
|
|
2020
Q3 | $204K | Buy |
+4,648
| New | +$204K | ﹤0.01% | 281 |
|