Smart Money Group’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
Q1 | – | Sell |
-15,974
| Closed | -$724K | – | 69 |
|
|
2021
Q4 | $724K | Sell |
15,974
-2,111
| -12% | -$95.7K | 0.46% | 40 |
|
|
2021
Q3 | $826K | Buy |
18,085
+4,670
| +35% | +$213K | 0.6% | 37 |
|
|
2021
Q2 | $575K | Sell |
13,415
-3,825
| -22% | -$164K | 0.66% | 24 |
|
|
2021
Q1 | $790K | Buy |
17,240
+1,621
| +10% | +$74.3K | 0.66% | 35 |
|
|
2020
Q4 | $710K | Sell |
15,619
-52,920
| -77% | -$2.41M | 0.6% | 30 |
|
|
2020
Q3 | $3.01M | Buy |
68,539
+6,538
| +11% | +$287K | 1.3% | 31 |
|
|
2020
Q2 | $2.66M | Buy |
62,001
+2,472
| +4% | +$106K | 1.57% | 21 |
|
|
2020
Q1 | $2.43M | Buy |
59,529
+47,175
| +382% | +$1.93M | 1.71% | 17 |
|
|
2019
Q4 | $573K | Buy |
+12,354
| New | +$573K | 0.34% | 55 |
|
|
2019
Q1 | – | Sell |
-9,954
| Closed | -$443K | – | 76 |
|
|
2018
Q4 | $443K | Buy |
+9,954
| New | +$443K | 0.46% | 42 |
|