Archford Capital Strategies’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
Q2 | – | Sell |
-4,755
| Closed | -$202K | – | 273 |
|
|
2024
Q1 | $202K | Buy |
+4,755
| New | +$202K | 0.03% | 254 |
|
|
2022
Q1 | – | Sell |
-37,651
| Closed | -$1.71M | – | 298 |
|
|
2021
Q4 | $1.71M | Buy |
37,651
+2,819
| +8% | +$128K | 0.39% | 63 |
|
|
2021
Q3 | $1.59M | Sell |
34,832
-23,314
| -40% | -$1.07M | 0.38% | 62 |
|
|
2021
Q2 | $2.68M | Buy |
58,146
+21,624
| +59% | +$996K | 0.67% | 31 |
|
|
2021
Q1 | $1.68M | Sell |
36,522
-7,315
| -17% | -$336K | 0.45% | 54 |
|
|
2020
Q4 | $2M | Buy |
43,837
+298
| +0.7% | +$13.6K | 0.46% | 55 |
|
|
2020
Q3 | $1.91M | Buy |
43,539
+5,286
| +14% | +$232K | 0.51% | 53 |
|
|
2020
Q2 | $1.64M | Buy |
38,253
+32,342
| +547% | +$1.39M | 0.49% | 57 |
|
|
2020
Q1 | $242K | Buy |
+5,911
| New | +$242K | 0.09% | 196 |
|
|
2019
Q4 | – | Sell |
-21,945
| Closed | -$1.02M | – | 222 |
|
|
2019
Q3 | $1.02M | Buy |
21,945
+1,347
| +7% | +$62.6K | 0.38% | 81 |
|
|
2019
Q2 | $962K | Buy |
20,598
+190
| +0.9% | +$8.87K | 0.35% | 85 |
|
|
2019
Q1 | $953K | Buy |
20,408
+10,572
| +107% | +$494K | 0.35% | 88 |
|
|
2018
Q4 | $438K | Buy |
+9,836
| New | +$438K | 0.18% | 148 |
|