Fortis Advisors’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 |
-931
| Closed | -$38.1K | – | 283 |
|
|
2022
Q4 | $38.1K | Buy |
+931
| New | +$38.1K | 0.03% | 164 |
|
|
2020
Q2 | – | Sell |
-919
| Closed | -$38K | – | 307 |
|
|
2020
Q1 | $38K | Buy |
+919
| New | +$38K | 0.03% | 196 |
|
|
2017
Q4 | – | Sell |
-1,070
| Closed | -$51K | – | 304 |
|
|
2017
Q3 | $51K | Buy |
+1,070
| New | +$51K | 0.04% | 169 |
|