Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12
| Closed | -$1K | – | 996 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 973 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$6K | – | 1126 |
|
|
2020
Q4 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 686 |
|
|
2020
Q2 | – | Sell |
-425
| Closed | -$17K | – | 859 |
|
|
2020
Q1 | $17K | Buy |
+425
| New | +$17K | 0.01% | 416 |
|