Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-73,368
| Closed | -$2.93M | – | 372 |
|
|
2020
Q1 | $2.93M | Buy |
73,368
+11,381
| +18% | +$455K | 0.26% | 102 |
|
|
2019
Q4 | $2.88M | Buy |
61,987
+1,650
| +3% | +$76.6K | 0.21% | 113 |
|
|
2019
Q3 | $2.79M | Sell |
60,337
-53,550
| -47% | -$2.48M | 0.21% | 110 |
|
|
2019
Q2 | $5.3M | Sell |
113,887
-5,832
| -5% | -$272K | 0.4% | 60 |
|
|
2019
Q1 | $5.57M | Buy |
119,719
+4,196
| +4% | +$195K | 0.47% | 51 |
|
|
2018
Q4 | $5.28M | Buy |
+115,523
| New | +$5.28M | 0.47% | 48 |
|
|
2018
Q3 | – | Sell |
-157,051
| Closed | -$7.33M | – | 278 |
|
|
2018
Q2 | $7.33M | Buy |
157,051
+53,846
| +52% | +$2.51M | 1.3% | 16 |
|
|
2018
Q1 | $4.83M | Buy |
103,205
+8,250
| +9% | +$386K | 0.3% | 75 |
|
|
2017
Q4 | $4.48M | Buy |
+94,955
| New | +$4.48M | 0.47% | 49 |
|
|
2017
Q3 | – | Sell |
-73,429
| Closed | -$3.51M | – | 190 |
|
|
2017
Q2 | $3.51M | Buy |
+73,429
| New | +$3.51M | 0.5% | 63 |
|