Lineweaver Wealth Advisors’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
Q4 | – | Sell |
-14,335
| Closed | -$588K | – | 141 |
|
|
2023
Q3 | $588K | Sell |
14,335
-2,593
| -15% | -$106K | 0.17% | 87 |
|
|
2023
Q2 | $702K | Sell |
16,928
-2,330
| -12% | -$96.6K | 0.2% | 76 |
|
|
2023
Q1 | $803K | Sell |
19,258
-70,385
| -79% | -$2.93M | 0.25% | 72 |
|
|
2022
Q4 | $3.67M | Buy |
89,643
+80,203
| +850% | +$3.28M | 1.11% | 19 |
|
|
2022
Q3 | $377K | Sell |
9,440
-419
| -4% | -$16.7K | 0.12% | 95 |
|
|
2022
Q2 | $399K | Sell |
9,859
-1,170
| -11% | -$47.4K | 0.13% | 90 |
|
|
2022
Q1 | $484K | Buy |
11,029
+26
| +0.2% | +$1.14K | 0.14% | 92 |
|
|
2021
Q4 | $498K | Buy |
11,003
+3,342
| +44% | +$151K | 0.14% | 85 |
|
|
2021
Q3 | $350K | Sell |
7,661
-493
| -6% | -$22.5K | 0.11% | 97 |
|
|
2021
Q2 | $375K | Sell |
8,154
-5,053
| -38% | -$232K | 0.12% | 82 |
|
|
2021
Q1 | $605K | Sell |
13,207
-112,556
| -89% | -$5.16M | 0.21% | 61 |
|
|
2020
Q4 | $5.71M | Buy |
125,763
+12,557
| +11% | +$571K | 2.24% | 14 |
|
|
2020
Q3 | $4.98M | Buy |
113,206
+1,317
| +1% | +$58K | 2.23% | 15 |
|
|
2020
Q2 | $4.8M | Buy |
111,889
+7,309
| +7% | +$313K | 2.44% | 14 |
|
|
2020
Q1 | $4.28M | Buy |
+104,580
| New | +$4.28M | 2.69% | 12 |
|