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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.58M | Buy |
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|
2023
Q3 | $6.89M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.79M | Buy |
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|
2022
Q4 | $6.53M | Buy |
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|
2022
Q3 | $6.12M | Buy |
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|
2022
Q2 | $3.14M | Sell |
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|
2022
Q1 | $6.85M | Buy |
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|
2021
Q4 | $6.94M | Buy |
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|
2021
Q3 | $6.8M | Buy |
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|
2021
Q2 | $6.54M | Buy |
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|
2021
Q1 | $3.92M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $446K | Buy |
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