LWS 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 | $7.58M | Buy |
179,428
+11,525
| +7% | +$487K | 2.84% | 14 |
|
|
2023
Q3 | $6.89M | Buy |
167,903
+979
| +0.6% | +$40.2K | 3.01% | 14 |
|
|
2023
Q2 | $6.92M | Buy |
166,924
+4,133
| +3% | +$171K | 2.92% | 14 |
|
|
2023
Q1 | $6.79M | Buy |
162,791
+2,999
| +2% | +$125K | 2.78% | 16 |
|
|
2022
Q4 | $6.53M | Buy |
159,792
+6,475
| +4% | +$265K | 2.74% | 16 |
|
|
2022
Q3 | $6.12M | Buy |
153,317
+75,829
| +98% | +$3.03M | 2.34% | 18 |
|
|
2022
Q2 | $3.14M | Sell |
77,488
-78,402
| -50% | -$3.18M | 1.48% | 22 |
|
|
2022
Q1 | $6.85M | Buy |
155,890
+2,728
| +2% | +$120K | 2.92% | 16 |
|
|
2021
Q4 | $6.94M | Buy |
153,162
+4,461
| +3% | +$202K | 2.84% | 16 |
|
|
2021
Q3 | $6.8M | Buy |
148,701
+6,759
| +5% | +$309K | 2.98% | 15 |
|
|
2021
Q2 | $6.54M | Buy |
141,942
+56,446
| +66% | +$2.6M | 2.9% | 16 |
|
|
2021
Q1 | $3.92M | Buy |
85,496
+53,146
| +164% | +$2.43M | 1.78% | 21 |
|
|
2020
Q4 | $1.47M | Buy |
32,350
+22,799
| +239% | +$1.04M | 0.66% | 26 |
|
|
2020
Q3 | $420K | Buy |
9,551
+132
| +1% | +$5.81K | 0.21% | 40 |
|
|
2020
Q2 | $404K | Buy |
9,419
+2,164
| +30% | +$92.8K | 0.21% | 40 |
|
|
2020
Q1 | $296K | Sell |
7,255
-2,350
| -24% | -$95.9K | 0.19% | 45 |
|
|
2019
Q4 | $446K | Buy |
+9,605
| New | +$446K | 0.23% | 41 |
|