Lumature Wealth Partners’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
Q2 | $11.8K | Hold |
284
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $11.8K | Hold |
284
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $11.6K | Sell |
284
-332
| -54% | -$13.6K | 0.01% | 298 |
|
|
2022
Q3 | $25K | Sell |
616
-131
| -18% | -$5.32K | 0.01% | 268 |
|
|
2022
Q2 | $30K | Hold |
747
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $33K | Sell |
747
-80
| -10% | -$3.53K | 0.01% | 282 |
|
|
2021
Q4 | $37K | Sell |
827
-1,358
| -62% | -$60.8K | 0.01% | 246 |
|
|
2021
Q3 | $100K | Sell |
2,185
-155
| -7% | -$7.09K | 0.04% | 178 |
|
|
2021
Q2 | $108K | Sell |
2,340
-123
| -5% | -$5.68K | 0.04% | 174 |
|
|
2021
Q1 | $113K | Sell |
2,463
-1,571
| -39% | -$72.1K | 0.06% | 161 |
|
|
2020
Q4 | $183K | Buy |
+4,034
| New | +$183K | 0.17% | 121 |
|