Hobart Private Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,288
| Closed | -$296K | – | 40 |
|
|
2022
Q2 | $296K | Buy |
+7,288
| New | +$296K | 0.14% | 30 |
|
|
2021
Q1 | – | Sell |
-138,503
| Closed | -$6.29M | – | 162 |
|
|
2020
Q4 | $6.29M | Buy |
138,503
+23,457
| +20% | +$1.07M | 2.75% | 10 |
|
|
2020
Q3 | $5.06M | Buy |
115,046
+30,426
| +36% | +$1.34M | 2.61% | 8 |
|
|
2020
Q2 | $3.63M | Buy |
84,620
+21,695
| +34% | +$930K | 2.04% | 9 |
|
|
2020
Q1 | $2.57M | Buy |
+62,925
| New | +$2.57M | 1.77% | 9 |
|