Zuckerman Investment Group’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 | $807K | Buy |
18,709
+2,543
| +16% | +$110K | 0.08% | 85 |
|
|
2025
Q1 | $687K | Buy |
16,166
+18
| +0.1% | +$765 | 0.07% | 94 |
|
|
2024
Q4 | $692K | Buy |
16,148
+1,295
| +9% | +$55.5K | 0.07% | 93 |
|
|
2024
Q3 | $645K | Buy |
14,853
+1,101
| +8% | +$47.8K | 0.07% | 90 |
|
|
2024
Q2 | $580K | Buy |
13,752
+1,689
| +14% | +$71.3K | 0.07% | 93 |
|
|
2024
Q1 | $513K | Buy |
12,063
+405
| +3% | +$17.2K | 0.06% | 94 |
|
|
2023
Q4 | $492K | Buy |
11,658
+2,356
| +25% | +$99.5K | 0.06% | 90 |
|
|
2023
Q3 | $382K | Buy |
+9,302
| New | +$382K | 0.05% | 94 |
|