TRUE Private Wealth 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 |
-27,026
| Closed | -$1.11M | – | 248 |
|
|
2022
Q4 | $1.11M | Buy |
+27,026
| New | +$1.11M | 0.17% | 68 |
|
|
2021
Q1 | – | Sell |
-16,354
| Closed | -$743K | – | 615 |
|
|
2020
Q4 | $743K | Sell |
16,354
-6,193
| -27% | -$281K | 0.12% | 93 |
|
|
2020
Q3 | $990K | Sell |
22,547
-6,985
| -24% | -$307K | 0.17% | 76 |
|
|
2020
Q2 | $1.27M | Buy |
29,532
+3,891
| +15% | +$167K | 0.23% | 68 |
|
|
2020
Q1 | $1.05M | Buy |
+25,641
| New | +$1.05M | 0.22% | 63 |
|