Econ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,665
| Closed | -$376K | – | 105 |
|
|
2024
Q3 | $376K | Sell |
8,665
-17,695
| -67% | -$768K | 0.21% | 62 |
|
|
2024
Q2 | $1.11M | Buy |
26,360
+16
| +0.1% | +$675 | 0.69% | 54 |
|
|
2024
Q1 | $1.12M | Sell |
26,344
-26,462
| -50% | -$1.13M | 0.7% | 52 |
|
|
2023
Q4 | $2.23M | Buy |
52,806
+1,241
| +2% | +$52.4K | 1.57% | 20 |
|
|
2023
Q3 | $2.12M | Sell |
51,565
-67,073
| -57% | -$2.75M | 1.54% | 16 |
|
|
2023
Q2 | $4.92M | Buy |
118,638
+7,698
| +7% | +$319K | 3.47% | 3 |
|
|
2023
Q1 | $4.62M | Buy |
+110,940
| New | +$4.62M | 3.5% | 3 |
|