Cornerstone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,779
| Closed | -$535K | – | 477 |
|
|
2020
Q4 | $535K | Sell |
11,779
-2,686
| -19% | -$122K | 0.07% | 236 |
|
|
2020
Q3 | $636K | Buy |
14,465
+4,152
| +40% | +$183K | 0.09% | 190 |
|
|
2020
Q2 | $442K | Buy |
10,313
+4,602
| +81% | +$197K | 0.07% | 231 |
|
|
2020
Q1 | $233K | Buy |
+5,711
| New | +$233K | 0.04% | 298 |
|
|
2019
Q2 | – | Sell |
-1,909
| Closed | -$228K | – | 475 |
|
|
2019
Q1 | $228K | Sell |
1,909
-4,090
| -68% | -$488K | 0.03% | 456 |
|
|
2018
Q4 | $265K | Sell |
5,999
-36,877
| -86% | -$1.63M | 0.06% | 274 |
|
|
2018
Q3 | $900K | Sell |
42,876
-16,398
| -28% | -$344K | 0.01% | 741 |
|
|
2018
Q2 | $1.28M | Buy |
+59,274
| New | +$1.28M | 0.01% | 681 |
|