Cooper Financial Group’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
Q1 | – | Sell |
-18,163
| Closed | -$743K | – | 320 |
|
|
2022
Q4 | $743K | Buy |
+18,163
| New | +$743K | 0.23% | 108 |
|
|
2021
Q2 | – | Sell |
-8,741
| Closed | -$400K | – | 261 |
|
|
2021
Q1 | $400K | Sell |
8,741
-165,618
| -95% | -$7.58M | 0.09% | 147 |
|
|
2020
Q4 | $7.92M | Buy |
174,359
+11,898
| +7% | +$541K | 1.62% | 15 |
|
|
2020
Q3 | $7.14M | Buy |
162,461
+10,059
| +7% | +$442K | 2.06% | 12 |
|
|
2020
Q2 | $6.54M | Buy |
152,402
+18,398
| +14% | +$789K | 2.12% | 13 |
|
|
2020
Q1 | $5.48M | Buy |
+134,004
| New | +$5.48M | 2.28% | 11 |
|