4J Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,617
| Closed | -$1.01M | – | 85 |
|
|
2023
Q3 | $1.01M | Buy |
24,617
+482
| +2% | +$19.8K | 1.01% | 29 |
|
|
2023
Q2 | $1M | Sell |
24,135
-192
| -0.8% | -$7.96K | 0.97% | 30 |
|
|
2023
Q1 | $1.01M | Buy |
24,327
+349
| +1% | +$14.5K | 1.09% | 27 |
|
|
2022
Q4 | $980K | Buy |
23,978
+411
| +2% | +$16.8K | 1.14% | 25 |
|
|
2022
Q3 | $941K | Buy |
23,567
+2,112
| +10% | +$84.3K | 1.2% | 23 |
|
|
2022
Q2 | $870K | Buy |
+21,455
| New | +$870K | 1.09% | 25 |
|
|
2021
Q1 | – | Sell |
-37,856
| Closed | -$1.72M | – | 76 |
|
|
2020
Q4 | $1.72M | Buy |
+37,856
| New | +$1.72M | 1.66% | 17 |
|