MGO Private 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
Q3 | – | Sell |
-6,503
| Closed | -$274K | – | 72 |
|
|
2024
Q2 | $274K | Buy |
6,503
+1
| +0% | +$42 | 0.17% | 65 |
|
|
2024
Q1 | $277K | Buy |
+6,502
| New | +$277K | 0.17% | 65 |
|
|
2023
Q1 | – | Sell |
-5,769
| Closed | -$236K | – | 117 |
|
|
2022
Q4 | $236K | Buy |
5,769
+261
| +5% | +$10.7K | 0.11% | 111 |
|
|
2022
Q3 | $220K | Buy |
+5,508
| New | +$220K | 0.1% | 121 |
|