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 |
|