Verum Partners’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 |
-46,606
| Closed | -$1.99M | – | 171 |
|
|
2024
Q4 | $1.99M | Sell |
46,606
-3,007
| -6% | -$128K | 0.57% | 35 |
|
|
2024
Q3 | $2.15M | Sell |
49,613
-21,422
| -30% | -$930K | 0.63% | 31 |
|
|
2024
Q2 | $3M | Sell |
71,035
-3,697
| -5% | -$156K | 0.97% | 21 |
|
|
2024
Q1 | $3.18M | Buy |
74,732
+187
| +0.3% | +$7.96K | 1.13% | 22 |
|
|
2023
Q4 | $3.15M | Buy |
74,545
+32
| +0% | +$1.35K | 1.24% | 22 |
|
|
2023
Q3 | $3.06M | Buy |
74,513
+68,940
| +1,237% | +$2.83M | 1.37% | 21 |
|
|
2023
Q2 | $231K | Hold |
5,573
| – | – | 0.21% | 92 |
|
|
2023
Q1 | $232K | Buy |
+5,573
| New | +$232K | 0.25% | 59 |
|