Triumph Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,315
| Closed | -$220K | – | 247 |
|
|
2023
Q2 | $220K | Sell |
5,315
-43
| -0.8% | -$1.78K | 0.1% | 193 |
|
|
2023
Q1 | $223K | Buy |
5,358
+367
| +7% | +$15.3K | 0.11% | 169 |
|
|
2022
Q4 | $204K | Sell |
4,991
-18,675
| -79% | -$764K | 0.11% | 191 |
|
|
2022
Q3 | $945K | Sell |
23,666
-333
| -1% | -$13.3K | 0.51% | 42 |
|
|
2022
Q2 | $973K | Sell |
23,999
-3,068
| -11% | -$124K | 0.51% | 44 |
|
|
2022
Q1 | $1.19M | Buy |
27,067
+9,482
| +54% | +$417K | 0.52% | 42 |
|
|
2021
Q4 | $797K | Buy |
17,585
+3,192
| +22% | +$145K | 0.35% | 69 |
|
|
2021
Q3 | $658K | Buy |
+14,393
| New | +$658K | 0.31% | 84 |
|