Successful Portfolios’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
Q2 | – | Sell |
-9,479
| Closed | -$395K | – | 184 |
|
|
2023
Q1 | $395K | Sell |
9,479
-5,808
| -38% | -$242K | 0.25% | 101 |
|
|
2022
Q4 | $625K | Buy |
15,287
+3,578
| +31% | +$146K | 0.41% | 59 |
|
|
2022
Q3 | $468K | Sell |
11,709
-1,062
| -8% | -$42.4K | 0.34% | 75 |
|
|
2022
Q2 | $518K | Sell |
12,771
-1,791
| -12% | -$72.6K | 0.35% | 73 |
|
|
2022
Q1 | $640K | Sell |
14,562
-6,036
| -29% | -$265K | 0.36% | 67 |
|
|
2021
Q4 | $933K | Buy |
20,598
+10,106
| +96% | +$458K | 0.51% | 48 |
|
|
2021
Q3 | $479K | Buy |
10,492
+1,066
| +11% | +$48.7K | 0.29% | 90 |
|
|
2021
Q2 | $434K | Buy |
9,426
+4,116
| +78% | +$190K | 0.26% | 100 |
|
|
2021
Q1 | $243K | Sell |
5,310
-10,490
| -66% | -$480K | 0.16% | 158 |
|
|
2020
Q4 | $718K | Buy |
15,800
+1,910
| +14% | +$86.8K | 0.52% | 52 |
|
|
2020
Q3 | $610K | Buy |
13,890
+2,213
| +19% | +$97.2K | 0.49% | 58 |
|
|
2020
Q2 | $501K | Buy |
11,677
+2,953
| +34% | +$127K | 0.44% | 67 |
|
|
2020
Q1 | $357K | Buy |
+8,724
| New | +$357K | 0.36% | 81 |
|