Global Financial Private Client’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
Q2 | – | Sell |
-1,305
| Closed | -$54K | – | 702 |
|
|
2023
Q1 | $54K | Sell |
1,305
-1,759
| -57% | -$72.8K | 0.03% | 272 |
|
|
2022
Q4 | $125K | Buy |
3,064
+2,397
| +359% | +$98K | 0.07% | 176 |
|
|
2022
Q3 | $26.7K | Buy |
+667
| New | +$26.7K | 0.02% | 330 |
|
|
2021
Q1 | – | Sell |
-1,682
| Closed | -$76.4K | – | 592 |
|
|
2020
Q4 | $76.4K | Buy |
+1,682
| New | +$76.4K | 0.06% | 157 |
|