SMFS
Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,114
| Closed | -$45K | – | 637 |
|
|
2020
Q1 | $45K | Buy |
1,114
+291
| +35% | +$11.8K | 0.03% | 365 |
|
|
2019
Q4 | $38K | Buy |
+823
| New | +$38K | 0.02% | 436 |
|
|
2019
Q3 | – | Sell |
-215
| Closed | -$10K | – | 622 |
|
|
2019
Q2 | $10K | Hold |
215
| – | – | 0.01% | 524 |
|
|
2019
Q1 | $10K | Hold |
215
| – | – | 0.01% | 524 |
|
|
2018
Q4 | $10K | Hold |
215
| – | – | 0.01% | 470 |
|
|
2018
Q3 | $10K | Sell |
215
-860
| -80% | -$40K | 0.01% | 502 |
|
|
2018
Q2 | $50K | Sell |
1,075
-4,737
| -82% | -$220K | 0.04% | 329 |
|
|
2018
Q1 | $272K | Hold |
5,812
| – | – | 0.34% | 107 |
|
|
2017
Q4 | $275K | Buy |
+5,812
| New | +$275K | 0.33% | 108 |
|