Valtinson Bruner Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,805
| Closed | -$254K | – | 80 |
|
|
2020
Q3 | $254K | Hold |
5,805
| – | – | 0.18% | 65 |
|
|
2020
Q2 | $257K | Hold |
5,805
| – | – | 0.18% | 67 |
|
|
2020
Q1 | $240K | Hold |
5,805
| – | – | 0.19% | 59 |
|
|
2019
Q4 | $270K | Sell |
5,805
-2
| -0% | -$93 | 0.19% | 61 |
|
|
2019
Q3 | $269K | Sell |
5,807
-795
| -12% | -$36.8K | 0.22% | 55 |
|
|
2019
Q2 | $308K | Sell |
6,602
-1,816
| -22% | -$84.7K | 0.26% | 39 |
|
|
2019
Q1 | $393K | Sell |
8,418
-863
| -9% | -$40.3K | 0.34% | 29 |
|
|
2018
Q4 | $413K | Buy |
+9,281
| New | +$413K | 0.43% | 21 |
|