Western Financial Corp’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 | $1.47M | Buy |
34,010
+161
| +0.5% | +$6.95K | 0.79% | 33 |
|
|
2025
Q1 | $1.44M | Sell |
33,849
-2,511
| -7% | -$107K | 0.84% | 32 |
|
|
2024
Q4 | $1.55M | Buy |
36,360
+2,977
| +9% | +$127K | 0.85% | 30 |
|
|
2024
Q3 | $1.45M | Buy |
33,383
+705
| +2% | +$30.6K | 0.82% | 30 |
|
|
2024
Q2 | $1.38M | Buy |
32,678
+954
| +3% | +$40.3K | 0.83% | 28 |
|
|
2024
Q1 | $1.35M | Buy |
31,724
+1,223
| +4% | +$52K | 0.83% | 26 |
|
|
2023
Q4 | $1.29M | Sell |
30,501
-6,789
| -18% | -$287K | 0.86% | 22 |
|
|
2023
Q3 | $1.53M | Sell |
37,290
-1,204
| -3% | -$49.4K | 1.12% | 10 |
|
|
2023
Q2 | $1.6M | Sell |
38,494
-984
| -2% | -$40.8K | 1.09% | 10 |
|
|
2023
Q1 | $1.65M | Sell |
39,478
-12,326
| -24% | -$514K | 1.17% | 7 |
|
|
2022
Q4 | $2.12M | Buy |
51,804
+7,124
| +16% | +$291K | 1.37% | 6 |
|
|
2022
Q3 | $1.79M | Sell |
44,680
-3,460
| -7% | -$138K | 1.25% | 7 |
|
|
2022
Q2 | $1.95M | Buy |
48,140
+1,683
| +4% | +$68.2K | 1.39% | 6 |
|
|
2022
Q1 | $2.04M | Buy |
46,457
+24,118
| +108% | +$1.06M | 1.19% | 7 |
|
|
2021
Q4 | $1.01M | Buy |
22,339
+902
| +4% | +$40.9K | 0.53% | 36 |
|
|
2021
Q3 | $980K | Buy |
+21,437
| New | +$980K | 0.58% | 34 |
|
|
2021
Q1 | – | Sell |
-6,001
| Closed | -$272K | – | 93 |
|
|
2020
Q4 | $272K | Buy |
+6,001
| New | +$272K | 0.18% | 70 |
|