Garden State Investment Advisory Services’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
Q4
Sell
-14,430
Closed -$592K 221
2023
Q3
$592K Sell
14,430
-2,753
-16% -$113K 0.27% 79
2023
Q2
$712K Buy
17,183
+911
+6% +$37.8K 0.28% 71
2023
Q1
$678K Buy
16,272
+501
+3% +$20.9K 0.29% 66
2022
Q4
$645K Buy
+15,771
New +$645K 0.38% 62