OTA Financial Group’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
Q2 | – | Sell |
-41,591
| Closed | -$1.73M | – | 32 |
|
2023
Q1 | $1.73M | Buy |
+41,591
| New | +$1.73M | 1.53% | 10 |
|
2022
Q1 | – | Sell |
-10,623
| Closed | -$481K | – | 109 |
|
2021
Q4 | $481K | Buy |
+10,623
| New | +$481K | 0.33% | 40 |
|
2020
Q4 | – | Sell |
-15,814
| Closed | -$695K | – | 75 |
|
2020
Q3 | $695K | Buy |
+15,814
| New | +$695K | 0.64% | 29 |
|