Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,388
| Closed | -$202K | – | 79 |
|
|
2021
Q2 | $202K | Sell |
4,388
-3,140
| -42% | -$145K | 0.12% | 74 |
|
|
2021
Q1 | $344K | Sell |
7,528
-301
| -4% | -$13.8K | 0.22% | 54 |
|
|
2020
Q4 | $355K | Buy |
7,829
+26
| +0.3% | +$1.18K | 0.14% | 121 |
|
|
2020
Q3 | $342K | Sell |
7,803
-28,592
| -79% | -$1.25M | 0.15% | 112 |
|
|
2020
Q2 | $1.56M | Buy |
36,395
+3,454
| +10% | +$148K | 0.84% | 24 |
|
|
2020
Q1 | $1.35M | Buy |
+32,941
| New | +$1.35M | 0.94% | 26 |
|