Great Lakes Retirement’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
Q3 | – | Sell |
-610
| Closed | -$25.8K | – | 579 |
|
2024
Q2 | $25.8K | Buy |
+610
| New | +$25.8K | ﹤0.01% | 386 |
|
2024
Q1 | – | Sell |
-33,961
| Closed | -$1.43M | – | 233 |
|
2023
Q4 | $1.43M | Sell |
33,961
-11,247
| -25% | -$475K | 0.24% | 88 |
|
2023
Q3 | $1.85M | Sell |
45,208
-4,383
| -9% | -$180K | 0.33% | 58 |
|
2023
Q2 | $2.06M | Sell |
49,591
-3,117
| -6% | -$129K | 0.36% | 52 |
|
2023
Q1 | $2.2M | Buy |
+52,708
| New | +$2.2M | 0.41% | 47 |
|