Peak Financial Management, Inc. Ishares 0 5 Year High Yield CO Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Peak Financial Management, Inc. holds 218,907 shares of SHYG stock, worth $9.46 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

218,907

Previous 209,542 4.47%

Holding current value

$9.46 Million

Previous $9.1 Million 2.52%

% of portfolio

2.82%

Previous 2.71%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$42.33 - $43.3 $396,420 - $405,504	9,365 Added 4.47%	218,907 $9.33 Million
Q3 2024 Oct 15, 2024	BUY	$41.95 - $43.42 $200,143 - $207,156	4,771 Added 2.33%	209,542 $9.1 Million
Q2 2024 Jul 22, 2024	SELL	$41.64 - $42.32 $69,913 - $71,055	-1,679 Reduced 0.81%	204,771 $8.64 Million
Q1 2024 Apr 22, 2024	BUY	$41.98 - $42.63 $180,178 - $182,967	4,292 Added 2.12%	206,450 $8.78 Million
Q4 2023 Jan 18, 2024	BUY	$40.19 - $42.48 $151,315 - $159,937	3,765 Added 1.9%	202,158 $8.54 Million
Q3 2023 Oct 24, 2023	BUY	$40.9 - $41.68 $280,369 - $285,716	6,855 Added 3.58%	198,393 $8.14 Million
Q2 2023 Jul 26, 2023	BUY	$40.8 - $41.55 $105,631 - $107,572	2,589 Added 1.37%	191,538 $7.94 Million
Q1 2023 Apr 24, 2023	BUY	$40.65 - $42.2 $100,161 - $103,980	2,464 Added 1.32%	188,949 $7.88 Million
Q4 2022 Jan 27, 2023	SELL	$39.79 - $41.87 $230,782 - $242,845	-5,800 Reduced 3.02%	186,485 $7.63 Million
Q3 2022 Oct 28, 2022	BUY	$39.82 - $42.66 $17,242 - $18,471	433 Added 0.23%	192,285 $7.68 Million
Q2 2022 Jul 29, 2022	BUY	$40.27 - $44.02 $85,372 - $93,322	2,120 Added 1.12%	191,852 $7.78 Million
Q1 2022 Apr 20, 2022	BUY	$43.01 - $45.26 $658,698 - $693,156	15,315 Added 8.78%	189,732 $8.34 Million
Q4 2021 Jan 27, 2022	BUY	$44.73 - $45.64 $25,809 - $26,334	577 Added 0.33%	174,417 $7.9 Million
Q3 2021 Oct 19, 2021	BUY	$45.45 - $46.0 $208,070 - $210,588	4,578 Added 2.7%	173,840 $7.94 Million
Q2 2021 Aug 04, 2021	BUY	$45.56 - $46.09 $433,002 - $438,039	9,504 Added 5.95%	169,262 $7.8 Million
Q1 2021 Apr 29, 2021	BUY	$45.28 - $45.81 $280,102 - $283,380	6,186 Added 4.03%	159,758 $7.32 Million
Q4 2020 Jan 26, 2021	BUY	$43.72 - $45.44 $476,941 - $495,704	10,909 Added 7.65%	153,572 $6.98 Million
Q3 2020 Oct 19, 2020	BUY	$42.81 - $44.47 $245,943 - $255,480	5,745 Added 4.2%	142,663 $6.27 Million
Q2 2020 Aug 06, 2020	SELL	$39.39 - $43.83 $103,556 - $115,229	-2,629 Reduced 1.88%	136,918 $5.87 Million
Q1 2020 Apr 29, 2020	BUY	$37.54 - $46.72 $628,044 - $781,625	16,730 Added 13.62%	139,547 $5.7 Million
Q4 2019 Jan 31, 2020	SELL	$45.84 - $46.53 $80,953 - $82,171	-1,766 Reduced 1.42%	122,817 $5.7 Million
Q3 2019 Oct 29, 2019	BUY	$45.9 - $46.68 $187,547 - $190,734	4,086 Added 3.39%	124,583 $5.79 Million
Q2 2019 Aug 01, 2019	BUY	$45.76 - $46.86 $170,684 - $174,787	3,730 Added 3.19%	120,497 $5.63 Million
Q1 2019 May 01, 2019	SELL	$44.49 - $46.71 $504,605 - $529,784	-11,342 Reduced 8.85%	116,767 $5.45 Million
Q4 2018 Jan 30, 2019	SELL	$43.9 - $46.94 $30,817 - $32,951	-702 Reduced 0.54%	128,109 $5.71 Million
Q3 2018 Nov 06, 2018	BUY	$46.38 - $47.08 $181,716 - $184,459	3,918 Added 3.14%	128,811 $6.06 Million
Q2 2018 Jul 19, 2018	BUY	$46.5 - $47.05 $11,532 - $11,668	248 Added 0.2%	124,893 $5.82 Million
Q1 2018 May 08, 2018	SELL	$46.35 - $47.44 $817,335 - $836,556	-17,634 Reduced 12.39%	124,645 $5.83 Million
Q4 2017 Feb 08, 2018	BUY	$46.91 - $47.78 $55,682 - $56,714	1,187 Added 0.84%	142,279 $6.71 Million
Q3 2017 Oct 30, 2017	BUY	$47.76 - $47.83 $99,675 - $99,821	2,087 Added 1.5%	141,092 $6.75 Million
Q2 2017 Aug 14, 2017	BUY	N/A	139,005	139,005 $6.65 Million

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

125M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

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Peak Financial Management, Inc. Ishares 0 5 Year High Yield CO Transaction History