Mountain Capital 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
2021
Q1
Sell
-62,375
Closed -$2.83M 152
2020
Q4
$2.83M Sell
62,375
-5,405
-8% -$245K 1.71% 10
2020
Q3
$3.02M Buy
67,780
+55,863
+469% +$2.49M 1.95% 12
2020
Q2
$513K Buy
+11,917
New +$513K 0.24% 30