Cypress Wealth Services’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
Q4 | – | Sell |
-5,544
| Closed | -$227K | – | 253 |
|
|
2023
Q3 | $227K | Sell |
5,544
-567
| -9% | -$23.3K | 0.06% | 212 |
|
|
2023
Q2 | $254K | Sell |
6,111
-1,888
| -24% | -$78.4K | 0.07% | 203 |
|
|
2023
Q1 | $333K | Sell |
7,999
-31,993
| -80% | -$1.33M | 0.1% | 169 |
|
|
2022
Q4 | $1.64M | Buy |
+39,992
| New | +$1.64M | 0.53% | 46 |
|
|
2022
Q1 | – | Sell |
-12,622
| Closed | -$572K | – | 255 |
|
|
2021
Q4 | $572K | Sell |
12,622
-8,460
| -40% | -$383K | 0.16% | 104 |
|
|
2021
Q3 | $963K | Sell |
21,082
-6,606
| -24% | -$302K | 0.29% | 70 |
|
|
2021
Q2 | $1.28M | Sell |
27,688
-12,308
| -31% | -$567K | 0.35% | 62 |
|
|
2021
Q1 | $1.83M | Sell |
39,996
-48,199
| -55% | -$2.21M | 0.38% | 58 |
|
|
2020
Q4 | $4.01M | Buy |
+88,195
| New | +$4.01M | 0.9% | 32 |
|
|
2020
Q3 | – | Sell |
-67,177
| Closed | -$2.88M | – | 208 |
|
|
2020
Q2 | $2.88M | Buy |
67,177
+21,728
| +48% | +$932K | 0.69% | 46 |
|
|
2020
Q1 | $1.86M | Buy |
+45,449
| New | +$1.86M | 0.55% | 55 |
|