Regal Investment 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 |
-47,706
| Closed | -$1.95M | – | 546 |
|
|
2022
Q4 | $1.95M | Buy |
+47,706
| New | +$1.95M | 0.19% | 128 |
|
|
2021
Q4 | – | Sell |
-23,205
| Closed | -$1.06M | – | 552 |
|
|
2021
Q3 | $1.06M | Buy |
+23,205
| New | +$1.06M | 0.1% | 214 |
|
|
2021
Q1 | – | Sell |
-16,723
| Closed | -$760K | – | 349 |
|
|
2020
Q4 | $760K | Buy |
+16,723
| New | +$760K | 0.09% | 214 |
|
|
2020
Q3 | – | Sell |
-6,939
| Closed | -$298K | – | 231 |
|
|
2020
Q2 | $298K | Buy |
+6,939
| New | +$298K | 0.05% | 244 |
|
|
2015
Q2 | – | Sell |
-304
| Closed | -$15K | – | 1006 |
|
|
2015
Q1 | $15K | Buy |
+304
| New | +$15K | ﹤0.01% | 614 |
|