One Wealth 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
2023
Q1
Sell
-105,053
Closed -$4.3M 529
2022
Q4
$4.3M Buy
+105,053
New +$4.3M 0.98% 25
2021
Q1
Sell
-7,321
Closed -$333K 169
2020
Q4
$333K Buy
+7,321
New +$333K 0.18% 77