Aspire 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
Q3 | $102 | Sell |
2
-1
| -33% | -$51 | ﹤0.01% | 196 |
|
|
2024
Q2 | $135 | Sell |
3
-1
| -25% | -$45 | ﹤0.01% | 179 |
|
|
2024
Q1 | $172 | Hold |
4
| – | – | ﹤0.01% | 184 |
|
|
2023
Q4 | $169 | Hold |
4
| – | – | ﹤0.01% | 181 |
|
|
2023
Q3 | $161 | Hold |
4
| – | – | ﹤0.01% | 180 |
|
|
2023
Q2 | $160 | Hold |
4
| – | – | ﹤0.01% | 187 |
|
|
2023
Q1 | $158 | Sell |
4
-108
| -96% | -$4.27K | ﹤0.01% | 186 |
|
|
2022
Q4 | $4.59K | Buy |
112
+2
| +2% | +$82 | ﹤0.01% | 173 |
|
|
2022
Q3 | $4K | Buy |
110
+2
| +2% | +$73 | ﹤0.01% | 157 |
|
|
2022
Q2 | $4K | Buy |
108
+1
| +0.9% | +$37 | ﹤0.01% | 166 |
|
|
2022
Q1 | $5K | Sell |
107
-684
| -86% | -$32K | ﹤0.01% | 162 |
|
|
2021
Q4 | $36K | Buy |
+791
| New | +$36K | 0.03% | 132 |
|