McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-26,849
| Closed | -$1.09M | – | 269 |
|
|
2022
Q2 | $1.09M | Sell |
26,849
-174
| -0.6% | -$7.06K | 0.28% | 106 |
|
|
2022
Q1 | $1.19M | Buy |
27,023
+21,869
| +424% | +$961K | 0.26% | 111 |
|
|
2021
Q4 | $233K | Sell |
5,154
-21,168
| -80% | -$959K | 0.22% | 66 |
|
|
2021
Q3 | $1.2M | Buy |
26,322
+212
| +0.8% | +$9.69K | 0.28% | 104 |
|
|
2021
Q2 | $1.2M | Buy |
26,110
+2,746
| +12% | +$127K | 0.28% | 101 |
|
|
2021
Q1 | $1.07M | Buy |
23,364
+419
| +2% | +$19.2K | 0.27% | 104 |
|
|
2020
Q4 | $1.04M | Buy |
+22,945
| New | +$1.04M | 0.29% | 94 |
|