Beacon Capital Management LLC (Tennessee)’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
Q4 | – | Sell |
-336
| Closed | -$14.6K | – | 1193 |
|
|
2024
Q3 | $14.6K | Hold |
336
| – | – | ﹤0.01% | 567 |
|
|
2024
Q2 | $14.2K | Hold |
336
| – | – | ﹤0.01% | 509 |
|
|
2024
Q1 | $14.3K | Hold |
336
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $13.8K | Hold |
336
| – | – | ﹤0.01% | 445 |
|
|
2023
Q3 | $13.9K | Hold |
336
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $13.9K | Hold |
336
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $14K | Hold |
336
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $13.7K | Sell |
336
-234
| -41% | -$9.57K | ﹤0.01% | 440 |
|
|
2022
Q3 | $24K | Hold |
570
| – | – | 0.01% | 315 |
|
|
2022
Q2 | $25K | Hold |
570
| – | – | 0.01% | 350 |
|
|
2022
Q1 | $25K | Buy |
+570
| New | +$25K | 0.01% | 350 |
|