Cary Street Partners 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
-700
Closed -$28.7K 1620
2023
Q3
$28.7K Hold
700
﹤0.01% 1009
2023
Q2
$29K Hold
700
﹤0.01% 950
2023
Q1
$29.2K Hold
700
﹤0.01% 871
2022
Q4
$28.6K Buy
+700
New +$28.6K ﹤0.01% 870
2020
Q4
Sell
-700
Closed -$31K 776
2020
Q3
$31K Buy
+700
New +$31K 0.01% 574