Activest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 442 |
|
|
2023
Q4 | – | Sell |
-2,180
| Closed | -$89.4K | – | 487 |
|
|
2023
Q3 | $89.4K | Buy |
+2,180
| New | +$89.4K | 0.06% | 63 |
|
|
2023
Q2 | – | Sell |
-2,180
| Closed | -$90.9K | – | 399 |
|
|
2023
Q1 | $90.9K | Sell |
2,180
-1,344
| -38% | -$56K | 0.06% | 59 |
|
|
2022
Q4 | $151K | Hold |
3,524
| – | – | 0.04% | 104 |
|
|
2022
Q3 | $149K | Buy |
3,524
+1,344
| +62% | +$56.8K | 0.05% | 105 |
|
|
2022
Q2 | $88K | Hold |
2,180
| – | – | 0.06% | 68 |
|
|
2022
Q1 | $96K | Hold |
2,180
| – | – | 0.06% | 67 |
|
|
2021
Q4 | $99K | Hold |
2,180
| – | – | 0.06% | 74 |
|
|
2021
Q3 | $100K | Buy |
+2,180
| New | +$100K | 0.07% | 83 |
|