First Heartland Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,813
| Closed | -$360K | – | 394 |
|
|
2022
Q4 | $360K | Buy |
+8,813
| New | +$360K | 0.06% | 249 |
|
|
2021
Q1 | – | Sell |
-5,381
| Closed | -$245K | – | 407 |
|
|
2020
Q4 | $245K | Buy |
5,381
+817
| +18% | +$37.2K | 0.04% | 286 |
|
|
2020
Q3 | $201K | Sell |
4,564
-620
| -12% | -$27.3K | 0.04% | 282 |
|
|
2020
Q2 | $222K | Buy |
+5,184
| New | +$222K | 0.04% | 250 |
|