Lenox Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$100K Sell
2020
Q1
$103K Buy
2019
Q4
$4K Buy
2019
Q3
$3K Sell
2019
Q2
$3K Sell
2019
Q1
$5K Sell
2018
Q4
$6.69M Buy
2018
Q3
$5.27M Buy