CLA (CliftonLarsonAllen) Wealth Advisors’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
Q1 | – | Sell |
-34,321
| Closed | -$1.56M | – | 195 |
|
|
2021
Q4 | $1.56M | Sell |
34,321
-26,559
| -44% | -$1.2M | 0.06% | 107 |
|
|
2021
Q3 | $2.78M | Sell |
60,880
-2,747
| -4% | -$126K | 0.11% | 78 |
|
|
2021
Q2 | $2.93M | Buy |
63,627
+4,019
| +7% | +$185K | 0.12% | 79 |
|
|
2021
Q1 | $2.73M | Sell |
59,608
-20,206
| -25% | -$926K | 0.13% | 81 |
|
|
2020
Q4 | $3.63M | Buy |
79,814
+1,833
| +2% | +$83.3K | 0.18% | 64 |
|
|
2020
Q3 | $3.43M | Buy |
77,981
+1,684
| +2% | +$74K | 0.19% | 65 |
|
|
2020
Q2 | $3.27M | Buy |
+76,297
| New | +$3.27M | 0.2% | 63 |
|
|
2019
Q4 | $6.05M | Buy |
+130,238
| New | +$6.05M | 0.48% | 33 |
|