Cornerstone Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-313
| Closed | -$13.2K | – | 1356 |
|
|
2024
Q2 | $13.2K | Sell |
313
-2
| -0.6% | -$84 | ﹤0.01% | 383 |
|
|
2024
Q1 | $13.3K | Sell |
315
-441
| -58% | -$18.6K | ﹤0.01% | 356 |
|
|
2023
Q4 | $31.9K | Sell |
756
-103
| -12% | -$4.35K | 0.01% | 251 |
|
|
2023
Q3 | $35.2K | Sell |
859
-53
| -6% | -$2.18K | 0.01% | 224 |
|
|
2023
Q2 | $37.8K | Buy |
+912
| New | +$37.8K | 0.01% | 294 |
|
|
2022
Q4 | $315K | Buy |
+7,523
| New | +$315K | 0.13% | 75 |
|