Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,100
| Closed | -$690K | – | 124 |
|
|
2020
Q2 | $690K | Sell |
16,100
-65,625
| -80% | -$2.81M | 0.23% | 58 |
|
|
2020
Q1 | $3.34M | Buy |
81,725
+1,485
| +2% | +$60.7K | 1.27% | 14 |
|
|
2019
Q4 | $3.73M | Buy |
80,240
+1,520
| +2% | +$70.6K | 1.14% | 16 |
|
|
2019
Q3 | $3.66M | Buy |
78,720
+3,370
| +4% | +$157K | 1.17% | 19 |
|
|
2019
Q2 | $3.52M | Sell |
75,350
-31,855
| -30% | -$1.49M | 1.13% | 18 |
|
|
2019
Q1 | $5.01M | Buy |
107,205
+3,330
| +3% | +$155K | 1.51% | 15 |
|
|
2018
Q4 | $4.63M | Sell |
103,875
-620
| -0.6% | -$27.6K | 1.48% | 14 |
|
|
2018
Q3 | $4.92M | Sell |
104,495
-2,725
| -3% | -$128K | 1.39% | 15 |
|
|
2018
Q2 | $5M | Buy |
+107,220
| New | +$5M | 1.46% | 15 |
|