Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,352
| Closed | -$62K | – | 939 |
|
|
2021
Q3 | $62K | Sell |
1,352
-513
| -28% | -$23.5K | 0.02% | 380 |
|
|
2021
Q2 | $86K | Sell |
1,865
-3,517
| -65% | -$162K | 0.03% | 233 |
|
|
2021
Q1 | $244K | Hold |
5,382
| – | – | 0.12% | 93 |
|
|
2020
Q4 | $244K | Sell |
5,382
-44,341
| -89% | -$2.01M | 0.12% | 92 |
|
|
2020
Q3 | $2.19M | Buy |
49,723
+9,381
| +23% | +$412K | 1.29% | 19 |
|
|
2020
Q2 | $1.73M | Buy |
40,342
+13,422
| +50% | +$576K | 1.22% | 18 |
|
|
2020
Q1 | $1.12M | Buy |
26,920
+26,263
| +3,997% | +$1.09M | 0.97% | 21 |
|
|
2019
Q4 | $30K | Buy |
657
+93
| +16% | +$4.25K | 0.02% | 346 |
|
|
2019
Q3 | $26K | Buy |
+564
| New | +$26K | 0.02% | 356 |
|