Teamwork Financial Advisors’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 |
-5,510
| Closed | -$225K | – | 204 |
|
|
2022
Q4 | $225K | Buy |
+5,510
| New | +$225K | 0.05% | 176 |
|
|
2021
Q1 | – | Sell |
-11,945
| Closed | -$543K | – | 247 |
|
|
2020
Q4 | $543K | Sell |
11,945
-2,402
| -17% | -$109K | 0.13% | 117 |
|
|
2020
Q3 | $631K | Buy |
14,347
+5,886
| +70% | +$259K | 0.2% | 101 |
|
|
2020
Q2 | $363K | Buy |
+8,461
| New | +$363K | 0.13% | 133 |
|