Vantage Financial Partners (Wisconsin)’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 | $210K | Sell |
4,866
-7,634
| -61% | -$329K | 0.05% | 192 |
|
|
2025
Q1 | $531K | Buy |
12,500
+267
| +2% | +$11.4K | 0.13% | 99 |
|
|
2024
Q4 | $521K | Buy |
12,233
+1,318
| +12% | +$56.2K | 0.13% | 99 |
|
|
2024
Q3 | $474K | Buy |
10,915
+1,715
| +19% | +$74.5K | 0.12% | 109 |
|
|
2024
Q2 | $388K | Buy |
9,200
+772
| +9% | +$32.6K | 0.1% | 97 |
|
|
2024
Q1 | $359K | Buy |
8,428
+782
| +10% | +$33.3K | 0.1% | 100 |
|
|
2023
Q4 | $323K | Buy |
7,646
+979
| +15% | +$41.3K | 0.09% | 98 |
|
|
2023
Q3 | $274K | Buy |
+6,667
| New | +$274K | 0.11% | 63 |
|
|
2023
Q2 | – | Sell |
-7,794
| Closed | -$325K | – | 102 |
|
|
2023
Q1 | $325K | Buy |
+7,794
| New | +$325K | 0.13% | 61 |
|