Summit Wealth & Retirement Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.48M | Sell |
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|
2021
Q4 | $2.61M | Sell |
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|
2021
Q3 | $2.78M | Sell |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $968K | Buy |
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|
2020
Q3 | $864K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.79M | Buy |
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