FirstPurpose Wealth’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
Q1 | $1.39M | Sell |
33,009
-555
| -2% | -$23.3K | 0.5% | 28 |
|
|
2023
Q4 | $1.42M | Sell |
33,564
-712
| -2% | -$30.1K | 0.54% | 29 |
|
|
2023
Q3 | $1.41M | Buy |
34,276
+1,303
| +4% | +$53.5K | 0.61% | 29 |
|
|
2023
Q2 | $1.37M | Buy |
32,973
+1,517
| +5% | +$62.9K | 0.59% | 28 |
|
|
2023
Q1 | $1.31M | Buy |
31,456
+8,591
| +38% | +$358K | 0.65% | 30 |
|
|
2022
Q4 | $935K | Buy |
22,865
+1,346
| +6% | +$55K | 0.52% | 33 |
|
|
2022
Q3 | $859K | Buy |
21,519
+3,408
| +19% | +$136K | 0.57% | 29 |
|
|
2022
Q2 | $734K | Buy |
18,111
+1,189
| +7% | +$48.2K | 0.49% | 39 |
|
|
2022
Q1 | $744K | Buy |
16,922
+9,177
| +118% | +$403K | 0.58% | 37 |
|
|
2021
Q4 | $351K | Buy |
+7,745
| New | +$351K | 0.22% | 85 |
|