Guardian Wealth Advisors (North Carolina)’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
Q2 | – | Sell |
-87
| Closed | -$3.7K | – | 463 |
|
|
2024
Q1 | $3.7K | Hold |
87
| – | – | ﹤0.01% | 414 |
|
|
2023
Q4 | $3.67K | Hold |
87
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $3.57K | Sell |
87
-174
| -67% | -$7.14K | ﹤0.01% | 382 |
|
|
2023
Q2 | $10.8K | Hold |
261
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $10.9K | Hold |
261
| – | – | ﹤0.01% | 336 |
|
|
2022
Q4 | $10.7K | Buy |
+261
| New | +$10.7K | ﹤0.01% | 318 |
|