Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-148,563
| Closed | -$6.07M | – | 316 |
|
|
2022
Q4 | $6.07M | Buy |
+148,563
| New | +$6.07M | 2.17% | 13 |
|
|
2021
Q2 | – | Sell |
-83,699
| Closed | -$3.8M | – | 47 |
|
|
2021
Q1 | $3.8M | Hold |
83,699
| – | – | 1.92% | 16 |
|
|
2020
Q4 | $3.8M | Buy |
83,699
+3,128
| +4% | +$142K | 1.92% | 16 |
|
|
2020
Q3 | $3.54M | Buy |
80,571
+1,839
| +2% | +$80.8K | 1.43% | 22 |
|
|
2020
Q2 | $3.38M | Buy |
78,732
+38,899
| +98% | +$1.67M | 1.69% | 19 |
|
|
2020
Q1 | $1.63M | Buy |
+39,833
| New | +$1.63M | 0.95% | 21 |
|