Caliber Wealth Management (Utah)’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
Q1 | – | Sell |
-43,525
| Closed | -$1.78M | – | 84 |
|
|
2022
Q4 | $1.78M | Sell |
43,525
-29,354
| -40% | -$1.2M | 1.36% | 26 |
|
|
2022
Q3 | $2.91M | Buy |
72,879
+315
| +0.4% | +$12.6K | 2.3% | 10 |
|
|
2022
Q2 | $2.94M | Buy |
72,564
+4,231
| +6% | +$172K | 2.29% | 10 |
|
|
2022
Q1 | $3M | Sell |
68,333
-9,264
| -12% | -$407K | 1.92% | 15 |
|
|
2021
Q4 | $3.5M | Buy |
77,597
+35,322
| +84% | +$1.59M | 2.42% | 8 |
|
|
2021
Q3 | $1.93M | Sell |
42,275
-1,155
| -3% | -$52.6K | 1.36% | 34 |
|
|
2021
Q2 | $2M | Buy |
+43,430
| New | +$2M | 1.42% | 18 |
|