LA
LVW Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45,159
| Closed | -$1.88M | – | 228 |
|
|
2023
Q1 | $1.88M | Sell |
45,159
-12,006
| -21% | -$500K | 0.37% | 61 |
|
|
2022
Q4 | $2.34M | Buy |
+57,165
| New | +$2.34M | 0.48% | 57 |
|
|
2017
Q4 | – | Sell |
-7,928
| Closed | -$379K | – | 143 |
|
|
2017
Q3 | $379K | Buy |
+7,928
| New | +$379K | 0.15% | 100 |
|