Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-708
| Closed | -$30K | – | 674 |
|
|
2020
Q2 | $30K | Hold |
708
| – | – | 0.01% | 485 |
|
|
2020
Q1 | $29K | Hold |
708
| – | – | 0.01% | 456 |
|
|
2019
Q4 | $33K | Hold |
708
| – | – | 0.01% | 486 |
|
|
2019
Q3 | $33K | Hold |
708
| – | – | 0.01% | 498 |
|
|
2019
Q2 | $33K | Hold |
708
| – | – | 0.01% | 521 |
|
|
2019
Q1 | $33K | Hold |
708
| – | – | 0.01% | 654 |
|
|
2018
Q4 | $32K | Hold |
708
| – | – | 0.01% | 600 |
|
|
2018
Q3 | $33K | Hold |
708
| – | – | 0.01% | 665 |
|
|
2018
Q2 | $33K | Buy |
708
+369
| +109% | +$17.2K | 0.01% | 679 |
|
|
2018
Q1 | $16K | Sell |
339
-1,026
| -75% | -$48.4K | ﹤0.01% | 827 |
|
|
2017
Q4 | $65K | Buy |
+1,365
| New | +$65K | 0.01% | 530 |
|
|
2016
Q2 | – | Sell |
-102
| Closed | -$5K | – | 1425 |
|
|
2016
Q1 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 878 |
|