EisnerAmper Wealth Management Corporate Benefits’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
Q3 | – | Sell |
-5,326
| Closed | -$216K | – | 45 |
|
2022
Q2 | $216K | Hold |
5,326
| – | – | 0.11% | 43 |
|
2022
Q1 | $234K | Hold |
5,326
| – | – | 0.11% | 46 |
|
2021
Q4 | $241K | Hold |
5,326
| – | – | 0.11% | 42 |
|
2021
Q3 | $243K | Sell |
5,326
-2,731
| -34% | -$125K | 0.12% | 44 |
|
2021
Q2 | $371K | Hold |
8,057
| – | – | 0.19% | 38 |
|
2021
Q1 | $369K | Hold |
8,057
| – | – | 0.2% | 38 |
|
2020
Q4 | $366K | Hold |
8,057
| – | – | 0.21% | 35 |
|
2020
Q3 | $354K | Hold |
8,057
| – | – | 0.23% | 33 |
|
2020
Q2 | $346K | Hold |
8,057
| – | – | 0.24% | 33 |
|
2020
Q1 | $329K | Hold |
8,057
| – | – | 0.22% | 29 |
|
2019
Q4 | $374K | Hold |
8,057
| – | – | 0.26% | 26 |
|
2019
Q3 | $375K | Hold |
8,057
| – | – | 0.27% | 27 |
|
2019
Q2 | $376K | Hold |
8,057
| – | – | 0.28% | 27 |
|
2019
Q1 | $376K | Buy |
+8,057
| New | +$376K | 0.28% | 31 |
|