Marcum Wealth’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 |
-5,988
| Closed | -$253K | – | 416 |
|
|
2023
Q4 | $253K | Buy |
+5,988
| New | +$253K | 0.03% | 292 |
|
|
2023
Q3 | – | Sell |
-16,813
| Closed | -$697K | – | 396 |
|
|
2023
Q2 | $697K | Sell |
16,813
-4,841
| -22% | -$201K | 0.08% | 129 |
|
|
2023
Q1 | $903K | Sell |
21,654
-142
| -0.7% | -$5.92K | 0.11% | 102 |
|
|
2022
Q4 | $891K | Sell |
21,796
-188
| -0.9% | -$7.69K | 0.12% | 98 |
|
|
2022
Q3 | $878K | Buy |
21,984
+11,750
| +115% | +$469K | 0.13% | 93 |
|
|
2022
Q2 | $415K | Buy |
10,234
+4,788
| +88% | +$194K | 0.06% | 184 |
|
|
2022
Q1 | $239K | Buy |
+5,446
| New | +$239K | 0.03% | 290 |
|