Monument Capital Management’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
Q1 | – | Sell |
-22,383
| Closed | -$1.01M | – | 155 |
|
|
2021
Q4 | $1.01M | Sell |
22,383
-5,066
| -18% | -$230K | 0.31% | 80 |
|
|
2021
Q3 | $1.25M | Sell |
27,449
-4,965
| -15% | -$227K | 0.43% | 70 |
|
|
2021
Q2 | $1.49M | Sell |
32,414
-17,104
| -35% | -$788K | 0.52% | 67 |
|
|
2021
Q1 | $2.27M | Sell |
49,518
-27,770
| -36% | -$1.27M | 0.91% | 48 |
|
|
2020
Q4 | $3.51M | Buy |
77,288
+6,572
| +9% | +$299K | 1.62% | 12 |
|
|
2020
Q3 | $3.11M | Buy |
70,716
+4,726
| +7% | +$208K | 1.64% | 11 |
|
|
2020
Q2 | $2.83M | Buy |
+65,990
| New | +$2.83M | 1.66% | 10 |
|