Ironwood Wealth Management (West Virginia)’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 |
-165,789
| Closed | -$6.79M | – | 25 |
|
|
2022
Q2 | $6.79M | Buy |
165,789
+1,630
| +1% | +$66.7K | 4.66% | 10 |
|
|
2022
Q1 | $7.22M | Buy |
164,159
+2,667
| +2% | +$117K | 5.21% | 11 |
|
|
2021
Q4 | $7.32M | Buy |
161,492
+1,451
| +0.9% | +$65.7K | 5.12% | 10 |
|
|
2021
Q3 | $7.31M | Buy |
160,041
+21,971
| +16% | +$1M | 5.42% | 10 |
|
|
2021
Q2 | $6.36M | Buy |
138,070
+2,117
| +2% | +$97.5K | 4.56% | 10 |
|
|
2021
Q1 | $6.23M | Buy |
135,953
+794
| +0.6% | +$36.4K | 4.93% | 10 |
|
|
2020
Q4 | $6.14M | Buy |
+135,159
| New | +$6.14M | 5.53% | 6 |
|