Pettinga Financial 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
Q4 | – | Sell |
-4,764
| Closed | -$218K | – | 120 |
|
|
2021
Q3 | $218K | Sell |
4,764
-676
| -12% | -$30.9K | 0.06% | 104 |
|
|
2021
Q2 | $251K | Buy |
5,440
+449
| +9% | +$20.7K | 0.07% | 94 |
|
|
2021
Q1 | $229K | Sell |
4,991
-4,382
| -47% | -$201K | 0.07% | 89 |
|
|
2020
Q4 | $426K | Sell |
9,373
-329
| -3% | -$15K | 0.15% | 60 |
|
|
2020
Q3 | $426K | Buy |
9,702
+2,400
| +33% | +$105K | 0.18% | 52 |
|
|
2020
Q2 | $313K | Buy |
+7,302
| New | +$313K | 0.15% | 58 |
|