Brandywine Oak Private Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $593K | Hold |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $685K | Sell |
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|
2021
Q3 | $696K | Buy |
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|
2021
Q2 | $696K | Buy |
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|
2021
Q1 | $672K | Sell |
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|
2020
Q4 | $670K | Buy |
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|
2020
Q3 | $645K | Sell |
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|
2020
Q2 | $705K | Buy |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $3.62M | Buy |
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|
2019
Q1 | $3.58M | Sell |
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|
2018
Q4 | $3.59M | Buy |
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