RCS
Retirement Capital Strategies’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-102,256
| Closed | -$4.75M | – | 48 |
|
|
2019
Q4 | $4.75M | Sell |
102,256
-21,070
| -17% | -$978K | 2.26% | 11 |
|
|
2019
Q3 | $5.73M | Sell |
123,326
-109,905
| -47% | -$5.11M | 2.88% | 8 |
|
|
2019
Q2 | $10.9M | Sell |
233,231
-62,655
| -21% | -$2.93M | 5.43% | 5 |
|
|
2019
Q1 | $13.8M | Buy |
295,886
+123,050
| +71% | +$5.75M | 6.99% | 5 |
|
|
2018
Q4 | $7.7M | Buy |
+172,836
| New | +$7.7M | 4.32% | 5 |
|