Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-417
| Closed | -$18K | – | 1045 |
|
|
2023
Q4 | $18K | Buy |
417
+10
| +2% | +$432 | ﹤0.01% | 874 |
|
|
2023
Q3 | $17K | Sell |
407
-1,669
| -80% | -$69.7K | ﹤0.01% | 889 |
|
|
2023
Q2 | $86K | Sell |
2,076
-11,979
| -85% | -$496K | 0.01% | 490 |
|
|
2023
Q1 | $586K | Sell |
14,055
-802
| -5% | -$33.4K | 0.07% | 154 |
|
|
2022
Q4 | $607K | Buy |
14,857
+24
| +0.2% | +$981 | 0.09% | 142 |
|
|
2022
Q3 | $592K | Buy |
14,833
+16
| +0.1% | +$639 | 0.09% | 141 |
|
|
2022
Q2 | $601K | Sell |
14,817
-1,458
| -9% | -$59.1K | 0.09% | 148 |
|
|
2022
Q1 | $715K | Sell |
16,275
-892
| -5% | -$39.2K | 0.09% | 151 |
|
|
2021
Q4 | $778K | Sell |
17,167
-105
| -0.6% | -$4.76K | 0.1% | 142 |
|
|
2021
Q3 | $789K | Buy |
17,272
+31
| +0.2% | +$1.42K | 0.11% | 132 |
|
|
2021
Q2 | $794K | Buy |
17,241
+33
| +0.2% | +$1.52K | 0.12% | 135 |
|
|
2021
Q1 | $788K | Sell |
17,208
-34,956
| -67% | -$1.6M | 0.14% | 120 |
|
|
2020
Q4 | $2.37M | Buy |
+52,164
| New | +$2.37M | 0.46% | 59 |
|