Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,450
| Closed | -$237K | – | 293 |
|
|
2024
Q3 | $237K | Sell |
5,450
-2,464
| -31% | -$107K | 0.05% | 245 |
|
|
2024
Q2 | $334K | Sell |
7,914
-380
| -5% | -$16K | 0.07% | 186 |
|
|
2024
Q1 | $353K | Sell |
8,294
-130
| -2% | -$5.53K | 0.07% | 195 |
|
|
2023
Q4 | $356K | Sell |
8,424
-210
| -2% | -$8.87K | 0.08% | 188 |
|
|
2023
Q3 | $354K | Buy |
8,634
+2,762
| +47% | +$113K | 0.09% | 166 |
|
|
2023
Q2 | $243K | Buy |
+5,872
| New | +$243K | 0.06% | 208 |
|