ProVise Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,717
| Closed | -$205K | – | 288 |
|
|
2024
Q3 | $205K | Buy |
+4,717
| New | +$205K | 0.02% | 279 |
|
|
2024
Q2 | – | Sell |
-5,516
| Closed | -$235K | – | 304 |
|
|
2024
Q1 | $235K | Sell |
5,516
-4,812
| -47% | -$205K | 0.02% | 264 |
|
|
2023
Q4 | $436K | Buy |
+10,328
| New | +$436K | 0.04% | 239 |
|
|
2023
Q2 | – | Sell |
-4,903
| Closed | -$204K | – | 361 |
|
|
2023
Q1 | $204K | Sell |
4,903
-2,177
| -31% | -$90.7K | 0.02% | 325 |
|
|
2022
Q4 | $290K | Buy |
+7,080
| New | +$290K | 0.03% | 262 |
|