Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78K | Buy |
134
+107
| +396% | +$4.62K | ﹤0.01% | 902 |
|
|
2025
Q1 | $1.15K | Hold |
27
| – | – | ﹤0.01% | 1152 |
|
|
2024
Q4 | $1.15K | Hold |
27
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q3 | $1.17K | Hold |
27
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q2 | $1.14K | Buy |
+27
| New | +$1.14K | ﹤0.01% | 997 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$572 | – | 1213 |
|
|
2022
Q4 | $572 | Hold |
14
| – | – | ﹤0.01% | 903 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 940 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 862 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 756 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 701 |
|