DWMG
DB Wealth Management Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.53M | Buy |
59,913
+15,629
| +35% | +$660K | 1.44% | 18 |
|
|
2023
Q3 | $1.82M | Sell |
44,284
-301
| -0.7% | -$12.4K | 1.15% | 22 |
|
|
2023
Q2 | $1.85M | Buy |
44,585
+92
| +0.2% | +$3.81K | 1.13% | 21 |
|
|
2023
Q1 | $1.85M | Buy |
44,493
+1,528
| +4% | +$63.7K | 1.17% | 20 |
|
|
2022
Q4 | $1.76M | Sell |
42,965
-2,558
| -6% | -$105K | 1.14% | 20 |
|
|
2022
Q3 | $1.82M | Buy |
45,523
+2,095
| +5% | +$83.7K | 1.3% | 20 |
|
|
2022
Q2 | $1.76M | Buy |
43,428
+3,468
| +9% | +$141K | 1.2% | 22 |
|
|
2022
Q1 | $1.76M | Buy |
39,960
+899
| +2% | +$39.5K | 1.06% | 25 |
|
|
2021
Q4 | $1.77M | Buy |
39,061
+740
| +2% | +$33.5K | 1.05% | 31 |
|
|
2021
Q3 | $1.75M | Buy |
38,321
+6,218
| +19% | +$284K | 1.13% | 27 |
|
|
2021
Q2 | $1.48M | Buy |
32,103
+19,461
| +154% | +$897K | 0.95% | 33 |
|
|
2021
Q1 | $579K | Buy |
12,642
+11,746
| +1,311% | +$538K | 0.4% | 54 |
|
|
2020
Q4 | $41K | Buy |
+896
| New | +$41K | 0.03% | 163 |
|