Divergent Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-365,422
| Closed | -$14.6M | – | 22 |
|
|
2022
Q3 | $14.6M | Buy |
365,422
+1,738
| +0.5% | +$69.4K | 10.75% | 5 |
|
|
2022
Q2 | $14.7M | Buy |
363,684
+11,656
| +3% | +$473K | 10.6% | 5 |
|
|
2022
Q1 | $15.4M | Buy |
352,028
+141,469
| +67% | +$6.2M | 9.87% | 5 |
|
|
2021
Q4 | $9.53M | Buy |
210,559
+17,635
| +9% | +$798K | 6.97% | 6 |
|
|
2021
Q3 | $8.75M | Buy |
192,924
+7,425
| +4% | +$337K | 7.08% | 6 |
|
|
2021
Q2 | $8.5M | Buy |
185,499
+10,750
| +6% | +$492K | 6.89% | 6 |
|
|
2021
Q1 | $8.01M | Buy |
174,749
+11,298
| +7% | +$518K | 6.83% | 6 |
|
|
2020
Q4 | $7.43M | Buy |
+163,451
| New | +$7.43M | 7.11% | 6 |
|