Charter Oak Capital Management’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
2022
Q3
Sell
-2,280
Closed -$92K 751
2022
Q2
$92K Buy
2,280
+82
+4% +$3.31K 0.01% 251
2022
Q1
$97K Buy
2,198
+644
+41% +$28.4K 0.01% 261
2021
Q4
$70K Buy
+1,554
New +$70K 0.01% 301