Cape Investment Advisory’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
Q4
Sell
-284
Closed -$11.7K 1207
2023
Q3
$11.7K Hold
284
0.01% 535
2023
Q2
$11.8K Hold
284
0.01% 526
2023
Q1
$11.8K Buy
+284
New +$11.8K 0.01% 510