BT Wealth Management’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
Q1 | – | Sell |
-7,787
| Closed | -$362K | – | 68 |
|
2019
Q4 | $362K | Hold |
7,787
| – | – | 0.18% | 43 |
|
2019
Q3 | $362K | Hold |
7,787
| – | – | 0.2% | 39 |
|
2019
Q2 | $359K | Hold |
7,787
| – | – | 0.21% | 38 |
|
2019
Q1 | $364K | Hold |
7,787
| – | – | 0.21% | 39 |
|
2018
Q4 | $360K | Buy |
+7,787
| New | +$360K | 0.16% | 68 |
|