Transatlantique Private Wealth’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
-8,020
Closed -$334K 207
2023
Q1
$334K Buy
+8,020
New +$334K 0.18% 163
2022
Q4
Sell
-8,319
Closed -$332K 208
2022
Q3
$332K Sell
8,319
-12,001
-59% -$479K 0.22% 142
2022
Q2
$823K Buy
+20,320
New +$823K 0.57% 60