Waddell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,050
| Closed | -$286K | – | 149 |
|
|
2022
Q2 | $286K | Buy |
7,050
+1,365
| +24% | +$55.4K | 0.06% | 105 |
|
|
2022
Q1 | $250K | Hold |
5,685
| – | – | 0.04% | 110 |
|
|
2021
Q4 | $258K | Buy |
+5,685
| New | +$258K | 0.04% | 104 |
|
|
2020
Q4 | – | Sell |
-6,695
| Closed | -$294K | – | 29 |
|
|
2020
Q3 | $294K | Buy |
+6,695
| New | +$294K | 0.08% | 27 |
|