Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,089
| Closed | -$224K | – | 354 |
|
|
2020
Q3 | $224K | Hold |
5,089
| – | – | 0.02% | 293 |
|
|
2020
Q2 | $218K | Hold |
5,089
| – | – | 0.02% | 261 |
|
|
2020
Q1 | $208K | Hold |
5,089
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $236K | Sell |
5,089
-2,657
| -34% | -$123K | 0.02% | 253 |
|
|
2019
Q3 | $360K | Sell |
7,746
-613
| -7% | -$28.5K | 0.04% | 193 |
|
|
2019
Q2 | $390K | Hold |
8,359
| – | – | 0.04% | 171 |
|
|
2019
Q1 | $390K | Hold |
8,359
| – | – | 0.04% | 167 |
|
|
2018
Q4 | $372K | Hold |
8,359
| – | – | 0.06% | 145 |
|
|
2018
Q3 | $394K | Hold |
8,359
| – | – | 0.04% | 166 |
|
|
2018
Q2 | $390K | Hold |
8,359
| – | – | 0.04% | 147 |
|
|
2018
Q1 | $391K | Hold |
8,359
| – | – | 0.04% | 151 |
|
|
2017
Q4 | $394K | Buy |
+8,359
| New | +$394K | 0.05% | 133 |
|