Eagle Ridge Investment 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
2018
Q3
Sell
-4,654
Closed -$217K 177
2018
Q2
$217K Sell
4,654
-1,000
-18% -$46.6K 0.03% 158
2018
Q1
$265K Hold
5,654
0.04% 148
2017
Q4
$266K Buy
+5,654
New +$266K 0.04% 150