SHJ
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Sharkey, Howes & Javer’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sharkey, Howes & Javer’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-144,697
Closed -$5.92M – 102
2022
Q4 		$5.92M Buy
+144,697
New +$5.92M 1.36% 15
2021
Q1 		– Sell
-125,666
Closed -$5.71M – 82
2020
Q4 		$5.71M Buy
125,666
+7,964
+7% +$356K 1.91% 17
2020
Q3 		$5.17M Buy
117,702
+19,558
+20% +$860K 1.97% 15
2020
Q2 		$4.21M Buy
98,144
+17,619
+22% +$744K 1.86% 14
2020
Q1 		$3.29M Buy
+80,525
New +$3.61M 1.72% 16

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LMGAM
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TC
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