Heritage Wealth Management (Arizona)’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 | $981K | Buy |
23,247
+10,998
| +90% | +$464K | 0.54% | 40 |
|
|
2024
Q1 | $521K | Buy |
12,249
+314
| +3% | +$13.4K | 0.27% | 80 |
|
|
2023
Q4 | $504K | Buy |
+11,935
| New | +$504K | 0.27% | 81 |
|
|
2022
Q4 | $1.34M | Buy |
32,867
+16,003
| +95% | +$654K | 0.19% | 83 |
|
|
2022
Q3 | $674K | Buy |
16,864
+1,222
| +8% | +$48.8K | 0.22% | 76 |
|
|
2022
Q2 | $634K | Buy |
15,642
+13,014
| +495% | +$528K | 0.21% | 83 |
|
|
2022
Q1 | $116K | Buy |
+2,628
| New | +$116K | 0.03% | 350 |
|
|
2021
Q3 | $270K | Sell |
5,898
-3,600
| -38% | -$165K | 0.1% | 169 |
|
|
2021
Q2 | $437K | Sell |
9,498
-8,106
| -46% | -$373K | 0.17% | 102 |
|
|
2021
Q1 | $806K | Buy |
+17,604
| New | +$806K | 0.45% | 53 |
|