ICA Group Wealth Management’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 | $5.22K | Sell |
124
-4,307
| -97% | -$181K | ﹤0.01% | 579 |
|
2024
Q1 | $189K | Buy |
4,431
+266
| +6% | +$11.3K | 0.04% | 293 |
|
2023
Q4 | $176K | Buy |
+4,165
| New | +$176K | 0.04% | 277 |
|
2023
Q3 | – | Sell |
-3,627
| Closed | -$150K | – | 1053 |
|
2023
Q2 | $150K | Buy |
3,627
+3,574
| +6,743% | +$148K | 0.04% | 268 |
|
2023
Q1 | $2.21K | Sell |
53
-10,522
| -99% | -$439K | ﹤0.01% | 1068 |
|
2022
Q4 | $432K | Buy |
10,575
+5,535
| +110% | +$226K | 0.1% | 174 |
|
2022
Q3 | $201K | Sell |
5,040
-161
| -3% | -$6.42K | 0.04% | 341 |
|
2022
Q2 | $218K | Buy |
+5,201
| New | +$218K | 0.04% | 349 |
|