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Beam Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Beam Wealth Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,137
Closed -$700K – 160
2020
Q1 		$700K Sell
17,137
-29,480
-63% -$1.2M 0.69% 43
2019
Q4 		$2.16M Buy
+46,617
New +$2.16M 2.02% 9