World Investment 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 | $1.93M | Sell |
44,847
-44,624
| -50% | -$1.93M | 0.04% | 379 |
|
|
2025
Q1 | $3.8M | Buy |
89,471
+42,646
| +91% | +$1.81M | 0.1% | 244 |
|
|
2024
Q4 | $2M | Buy |
46,825
+16,258
| +53% | +$693K | 0.05% | 328 |
|
|
2024
Q3 | $1.33M | Buy |
+30,567
| New | +$1.33M | 0.04% | 369 |
|
|
2023
Q1 | – | Sell |
-10,640
| Closed | -$435K | – | 260 |
|
|
2022
Q4 | $435K | Buy |
+10,640
| New | +$435K | 0.1% | 140 |
|
|
2021
Q1 | – | Sell |
-14,455
| Closed | -$661K | – | 241 |
|
|
2020
Q4 | $661K | Buy |
14,455
+9,391
| +185% | +$429K | 0.17% | 100 |
|
|
2020
Q3 | $223K | Buy |
5,064
+306
| +6% | +$13.5K | 0.08% | 148 |
|
|
2020
Q2 | $210K | Buy |
+4,758
| New | +$210K | 0.07% | 153 |
|