Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,336
| Closed | -$180K | – | 537 |
|
|
2023
Q2 | $180K | Sell |
4,336
-5,270
| -55% | -$218K | 0.18% | 115 |
|
|
2023
Q1 | $400K | Sell |
9,606
-22,211
| -70% | -$926K | 0.41% | 73 |
|
|
2022
Q4 | $1.3M | Buy |
31,817
+23,966
| +305% | +$980K | 1.01% | 21 |
|
|
2022
Q3 | $314K | Sell |
7,851
-814
| -9% | -$32.6K | 0.25% | 63 |
|
|
2022
Q2 | $351K | Sell |
8,665
-1,479
| -15% | -$59.9K | 0.26% | 66 |
|
|
2022
Q1 | $446K | Sell |
10,144
-17,341
| -63% | -$762K | 0.29% | 57 |
|
|
2021
Q4 | $1.25M | Sell |
27,485
-10,409
| -27% | -$472K | 0.76% | 29 |
|
|
2021
Q3 | $1.73M | Buy |
37,894
+1,734
| +5% | +$79.3K | 1.1% | 22 |
|
|
2021
Q2 | $1.67M | Buy |
36,160
+7,369
| +26% | +$340K | 1.03% | 21 |
|
|
2021
Q1 | $1.32M | Sell |
28,791
-57,734
| -67% | -$2.64M | 0.86% | 27 |
|
|
2020
Q4 | $3.93M | Buy |
+86,525
| New | +$3.93M | 2.64% | 7 |
|