SWM
SigFig Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-62,423
| Closed | -$1.49M | – | 111 |
|
|
2022
Q4 | $1.49M | Buy |
+62,423
| New | +$1.49M | 0.07% | 73 |
|
|
2021
Q1 | – | Sell |
-30,123
| Closed | -$1.37M | – | 79 |
|
|
2020
Q4 | $1.37M | Buy |
30,123
+8,237
| +38% | +$374K | 0.1% | 47 |
|
|
2020
Q3 | $958K | Buy |
21,886
+8,797
| +67% | +$385K | 0.09% | 48 |
|
|
2020
Q2 | $561K | Buy |
+13,089
| New | +$561K | 0.06% | 53 |
|