Moneywise Inc’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 |
-9,762
| Closed | -$399K | – | 45 |
|
|
2020
Q1 | $399K | Buy |
9,762
+854
| +10% | +$34.9K | 0.35% | 29 |
|
|
2019
Q4 | $414K | Sell |
8,908
-792
| -8% | -$36.8K | 0.31% | 23 |
|
|
2019
Q3 | $451K | Buy |
9,700
+136
| +1% | +$6.32K | 0.36% | 22 |
|
|
2019
Q2 | $447K | Buy |
9,564
+1,113
| +13% | +$52K | 0.34% | 23 |
|
|
2019
Q1 | $395K | Sell |
8,451
-506
| -6% | -$23.7K | 0.34% | 23 |
|
|
2018
Q4 | $399K | Sell |
8,957
-981
| -10% | -$43.7K | 0.38% | 22 |
|
|
2018
Q3 | $468K | Buy |
9,938
+517
| +5% | +$24.3K | 0.4% | 22 |
|
|
2018
Q2 | $439K | Buy |
9,421
+333
| +4% | +$15.5K | 0.38% | 23 |
|
|
2018
Q1 | $425K | Buy |
9,088
+88
| +1% | +$4.12K | 0.35% | 22 |
|
|
2017
Q4 | $424K | Buy |
9,000
+913
| +11% | +$43K | 0.32% | 23 |
|
|
2017
Q3 | $387K | Buy |
8,087
+547
| +7% | +$26.2K | 0.31% | 22 |
|
|
2017
Q2 | $361K | Buy |
7,540
+674
| +10% | +$32.3K | 0.31% | 22 |
|
|
2017
Q1 | $328K | Buy |
6,866
+588
| +9% | +$28.1K | 0.3% | 24 |
|
|
2016
Q4 | $297K | Buy |
6,278
+1,762
| +39% | +$83.4K | 0.29% | 25 |
|
|
2016
Q3 | $214K | Buy |
+4,516
| New | +$214K | 0.23% | 33 |
|