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ShoreHaven Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

ShoreHaven Wealth Partners’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
-72,396
Closed -$2.96M – 84
2022
Q4 		$2.96M Buy
+72,396
New +$2.96M 2.09% 13
2022
Q2 		– Sell
-67,258
Closed -$2.96M – 87
2022
Q1 		$2.96M Sell
67,258
-63,653
-49% -$2.82M 1.56% 23
2021
Q4 		$5.93M Buy
130,911
+640
+0.5% +$29K 2.94% 11
2021
Q3 		$5.95M Buy
130,271
+22,650
+21% +$1.04M 3.1% 11
2021
Q2 		$4.96M Buy
107,621
+52,144
+94% +$2.39M 2.66% 13
2021
Q1 		$2.54M Buy
+55,477
New +$2.53M 1.38% 24

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