Straight Path Wealth 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
2022
Q4
Sell
-34,707
Closed -$1.39M 73
2022
Q3
$1.39M Sell
34,707
-1,599
-4% -$63.9K 1.24% 20
2022
Q2
$1.47M Sell
36,306
-1,096
-3% -$44.4K 1.44% 19
2022
Q1
$1.64M Buy
37,402
+2,033
+6% +$89.4K 1.39% 17
2021
Q4
$1.6M Buy
+35,369
New +$1.6M 1.4% 15