APW
Austin Private Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-131,268
| Closed | -$5.37M | – | 163 |
|
|
2022
Q4 | $5.37M | Buy |
+131,268
| New | +$5.37M | 0.94% | 22 |
|
|
2021
Q1 | – | Sell |
-64,955
| Closed | -$2.95M | – | 119 |
|
|
2020
Q4 | $2.95M | Buy |
64,955
+18,923
| +41% | +$860K | 0.85% | 20 |
|
|
2020
Q3 | $2.02M | Buy |
46,032
+16,860
| +58% | +$741K | 0.76% | 24 |
|
|
2020
Q2 | $1.25M | Buy |
29,172
+19,374
| +198% | +$831K | 0.54% | 27 |
|
|
2020
Q1 | $400K | Buy |
+9,798
| New | +$400K | 0.24% | 40 |
|