Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,448
| Closed | -$114K | – | 278 |
|
|
2018
Q3 | $114K | Buy |
2,448
+58
| +2% | +$2.7K | 0.05% | 86 |
|
|
2018
Q2 | $111K | Buy |
2,390
+32
| +1% | +$1.49K | 0.05% | 88 |
|
|
2018
Q1 | $110K | Buy |
2,358
+21
| +0.9% | +$980 | 0.06% | 89 |
|
|
2017
Q4 | $110K | Buy |
2,337
+39
| +2% | +$1.84K | 0.06% | 96 |
|
|
2017
Q3 | $110K | Buy |
2,298
+31
| +1% | +$1.48K | 0.06% | 100 |
|
|
2017
Q2 | $109K | Buy |
2,267
+32
| +1% | +$1.54K | 0.07% | 98 |
|
|
2017
Q1 | $107K | Buy |
2,235
+21
| +0.9% | +$1.01K | 0.07% | 103 |
|
|
2016
Q4 | $105K | Buy |
2,214
+40
| +2% | +$1.9K | 0.08% | 90 |
|
|
2016
Q3 | $103K | Buy |
2,174
+31
| +1% | +$1.47K | 0.09% | 89 |
|
|
2016
Q2 | $99K | Buy |
2,143
+32
| +2% | +$1.48K | 0.09% | 100 |
|
|
2016
Q1 | $95K | Buy |
2,111
+19
| +0.9% | +$855 | 0.09% | 106 |
|
|
2015
Q4 | $93K | Buy |
2,092
+38
| +2% | +$1.69K | 0.09% | 84 |
|
|
2015
Q3 | $94K | Buy |
2,054
+25
| +1% | +$1.14K | 0.09% | 77 |
|
|
2015
Q2 | $99K | Buy |
+2,029
| New | +$99K | 0.1% | 80 |
|