INVST’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,904
| Closed | -$920K | – | 190 |
|
|
2022
Q4 | $920K | Buy |
+21,904
| New | +$920K | 0.14% | 83 |
|
|
2021
Q1 | – | Sell |
-57,596
| Closed | -$2.62M | – | 205 |
|
|
2020
Q4 | $2.62M | Buy |
57,596
+8,817
| +18% | +$401K | 0.48% | 43 |
|
|
2020
Q3 | $2.14M | Buy |
48,779
+10,908
| +29% | +$478K | 0.5% | 43 |
|
|
2020
Q2 | $1.62M | Buy |
37,871
+14,820
| +64% | +$634K | 0.48% | 45 |
|
|
2020
Q1 | $917K | Buy |
+23,051
| New | +$917K | 0.38% | 49 |
|