Market Street Wealth Management 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
Q1
Sell
-5,054
Closed -$207K 93
2022
Q4
$207K Sell
5,054
-12,824
-72% -$524K 0.06% 90
2022
Q3
$714K Sell
17,878
-16,753
-48% -$669K 0.23% 62
2022
Q2
$1.4M Sell
34,631
-2,621
-7% -$106K 0.43% 46
2022
Q1
$1.64M Buy
+37,252
New +$1.64M 0.58% 40