Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,209
| Closed | -$499K | – | 260 |
|
|
2020
Q1 | $499K | Sell |
12,209
-34,808
| -74% | -$1.42M | 0.05% | 152 |
|
|
2019
Q4 | $2.18M | Sell |
47,017
-4
| -0% | -$186 | 0.18% | 77 |
|
|
2019
Q3 | $2.19M | Buy |
+47,021
| New | +$2.19M | 0.2% | 80 |
|
|
2019
Q2 | – | Sell |
-84,821
| Closed | -$3.96M | – | 275 |
|
|
2019
Q1 | $3.96M | Buy |
84,821
+3,243
| +4% | +$151K | 0.41% | 46 |
|
|
2018
Q4 | $3.62M | Buy |
81,578
+2,017
| +3% | +$89.5K | 0.43% | 44 |
|
|
2018
Q3 | $3.75M | Buy |
+79,561
| New | +$3.75M | 0.38% | 50 |
|