Cedar Brook Financial Partners’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
Q3 | – | Sell |
-8,018
| Closed | -$332K | – | 417 |
|
|
2023
Q2 | $332K | Buy |
8,018
+483
| +6% | +$20K | 0.08% | 259 |
|
|
2023
Q1 | $314K | Buy |
+7,535
| New | +$314K | 0.08% | 261 |
|
|
2022
Q4 | – | Sell |
-7,944
| Closed | -$317K | – | 387 |
|
|
2022
Q3 | $317K | Buy |
7,944
+8
| +0.1% | +$320 | 0.1% | 232 |
|
|
2022
Q2 | $322K | Buy |
7,936
+439
| +6% | +$17.8K | 0.1% | 228 |
|
|
2022
Q1 | $330K | Sell |
7,497
-230
| -3% | -$10.1K | 0.09% | 256 |
|
|
2021
Q4 | $350K | Buy |
7,727
+802
| +12% | +$36.3K | 0.09% | 244 |
|
|
2021
Q3 | $316K | Sell |
6,925
-1,537
| -18% | -$70.1K | 0.09% | 237 |
|
|
2021
Q2 | $390K | Buy |
8,462
+3,379
| +66% | +$156K | 0.11% | 215 |
|
|
2021
Q1 | $233K | Buy |
+5,083
| New | +$233K | 0.08% | 279 |
|