Rockbridge Investment Management’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
Q2 | – | Sell |
-480
| Closed | -$21K | – | 774 |
|
|
2022
Q1 | $21K | Hold |
480
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $22K | Hold |
480
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $22K | Hold |
480
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $22K | Hold |
480
| – | – | ﹤0.01% | 431 |
|
|
2021
Q1 | $22K | Buy |
480
+218
| +83% | +$9.99K | ﹤0.01% | 416 |
|
|
2020
Q4 | $12K | Hold |
262
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $12K | Hold |
262
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $11K | Buy |
+262
| New | +$11K | ﹤0.01% | 417 |
|