Ackerman Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-7,816
| Closed | -$320K | – | 122 |
|
2022
Q4 | $320K | Hold |
7,816
| – | – | 0.09% | 80 |
|
2022
Q3 | $312K | Hold |
7,816
| – | – | 0.09% | 78 |
|
2022
Q2 | $317K | Sell |
7,816
-459
| -6% | -$18.6K | 0.09% | 84 |
|
2022
Q1 | $364K | Buy |
8,275
+906
| +12% | +$39.9K | 0.09% | 84 |
|
2021
Q4 | $334K | Buy |
7,369
+2,266
| +44% | +$103K | 0.08% | 86 |
|
2021
Q3 | $233K | Buy |
+5,103
| New | +$233K | 0.05% | 99 |
|