Hutchens & Kramer Investment Management Group’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 |
-4,949
| Closed | -$208K | – | 169 |
|
|
2024
Q2 | $208K | Sell |
4,949
-357
| -7% | -$15K | 0.11% | 144 |
|
|
2024
Q1 | $224K | Sell |
5,306
-4,847
| -48% | -$204K | 0.13% | 136 |
|
|
2023
Q4 | $429K | Buy |
+10,153
| New | +$429K | 0.3% | 64 |
|
|
2023
Q3 | – | Sell |
-25,665
| Closed | -$1.06M | – | 126 |
|
|
2023
Q2 | $1.06M | Buy |
+25,665
| New | +$1.06M | 0.85% | 26 |
|
|
2023
Q1 | – | Sell |
-107,157
| Closed | -$4.38M | – | 129 |
|
|
2022
Q4 | $4.38M | Buy |
+107,157
| New | +$4.38M | 3.21% | 6 |
|
|
2022
Q2 | – | Sell |
-94,164
| Closed | -$4.12M | – | 125 |
|
|
2022
Q1 | $4.12M | Buy |
+94,164
| New | +$4.12M | 2.29% | 10 |
|