SFA
Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29,362
| Closed | -$1.24M | – | 126 |
|
|
2023
Q4 | $1.24M | Sell |
29,362
-475
| -2% | -$20.1K | 0.38% | 44 |
|
|
2023
Q3 | $1.22M | Sell |
29,837
-79,356
| -73% | -$3.26M | 0.41% | 46 |
|
|
2023
Q2 | $4.53M | Sell |
109,193
-1,108
| -1% | -$45.9K | 1.49% | 14 |
|
|
2023
Q1 | $4.6M | Buy |
110,301
+39,960
| +57% | +$1.67M | 1.54% | 14 |
|
|
2022
Q4 | $2.88M | Sell |
70,341
-7,560
| -10% | -$309K | 1.08% | 22 |
|
|
2022
Q3 | $3.11M | Buy |
77,901
+27,096
| +53% | +$1.08M | 1.23% | 19 |
|
|
2022
Q2 | $2.06M | Buy |
50,805
+29,051
| +134% | +$1.18M | 0.81% | 32 |
|
|
2022
Q1 | $956K | Buy |
21,754
+9,602
| +79% | +$422K | 0.28% | 55 |
|
|
2021
Q4 | $550K | Buy |
+12,152
| New | +$550K | 0.15% | 69 |
|