Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,988
| Closed | -$211K | – | 171 |
|
|
2023
Q4 | $211K | Buy |
+4,988
| New | +$211K | 0.1% | 123 |
|
|
2022
Q2 | – | Sell |
-4,852
| Closed | -$213K | – | 491 |
|
|
2022
Q1 | $213K | Buy |
4,852
+212
| +5% | +$9.31K | 0.1% | 89 |
|
|
2021
Q4 | $210K | Buy |
4,640
+26
| +0.6% | +$1.18K | 0.1% | 79 |
|
|
2021
Q3 | $211K | Sell |
4,614
-532
| -10% | -$24.3K | 0.11% | 71 |
|
|
2021
Q2 | $237K | Sell |
5,146
-119
| -2% | -$5.48K | 0.12% | 68 |
|
|
2021
Q1 | $241K | Buy |
+5,265
| New | +$241K | 0.13% | 54 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | – | – | 384 |
|
|
2019
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 375 |
|