Cerity 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 |
-10,373
| Closed | -$430K | – | 1664 |
|
|
2023
Q2 | $430K | Buy |
10,373
+194
| +2% | +$8.04K | ﹤0.01% | 1249 |
|
|
2023
Q1 | $424K | Sell |
10,179
-178
| -2% | -$7.42K | ﹤0.01% | 1366 |
|
|
2022
Q4 | $424K | Buy |
10,357
+5,269
| +104% | +$215K | ﹤0.01% | 1007 |
|
|
2022
Q3 | $203K | Buy |
5,088
+58
| +1% | +$2.31K | ﹤0.01% | 1052 |
|
|
2022
Q2 | $204K | Hold |
5,030
| – | – | ﹤0.01% | 1071 |
|
|
2022
Q1 | $221K | Buy |
5,030
+127
| +3% | +$5.58K | ﹤0.01% | 834 |
|
|
2021
Q4 | $222K | Buy |
+4,903
| New | +$222K | ﹤0.01% | 898 |
|