Blue Chip Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-140,688
| Closed | -$5.83M | – | 189 |
|
|
2023
Q2 | $5.83M | Buy |
140,688
+7,063
| +5% | +$293K | 0.66% | 40 |
|
|
2023
Q1 | $5.57M | Buy |
133,625
+19,055
| +17% | +$794K | 0.66% | 41 |
|
|
2022
Q4 | $4.68M | Sell |
114,570
-9,084
| -7% | -$371K | 0.58% | 41 |
|
|
2022
Q3 | $4.94M | Buy |
123,654
+15,181
| +14% | +$606K | 0.68% | 40 |
|
|
2022
Q2 | $4.4M | Buy |
+108,473
| New | +$4.4M | 0.56% | 42 |
|