Wechter Feldman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $252K | Sell |
5,471
-181
| -3% | -$8.34K | 0.18% | 22 |
|
|
2021
Q1 | $259K | Hold |
5,652
| – | – | 0.19% | 21 |
|
|
2020
Q4 | $257K | Sell |
5,652
-17,908
| -76% | -$814K | 0.19% | 23 |
|
|
2020
Q3 | $1.04M | Sell |
23,560
-8,297
| -26% | -$364K | 0.81% | 13 |
|
|
2020
Q2 | $1.37M | Buy |
31,857
+12
| +0% | +$515 | 1.24% | 10 |
|
|
2020
Q1 | $1.3M | Sell |
31,845
-11,271
| -26% | -$461K | 3.18% | 10 |
|
|
2019
Q4 | $2M | Sell |
43,116
-448
| -1% | -$20.8K | 1.33% | 12 |
|
|
2019
Q3 | $2.03M | Sell |
43,564
-1,438
| -3% | -$66.8K | 1.28% | 13 |
|
|
2019
Q2 | $2.1M | Sell |
45,002
-2,890
| -6% | -$135K | 1.39% | 13 |
|
|
2019
Q1 | $2.24M | Sell |
47,892
-2,067
| -4% | -$96.5K | 1.46% | 12 |
|
|
2018
Q4 | $2.23M | Sell |
49,959
-6,892
| -12% | -$307K | 2.14% | 11 |
|
|
2018
Q3 | $2.68M | Sell |
56,851
-19
| -0% | -$895 | 1.64% | 15 |
|
|
2018
Q2 | $2.65M | Sell |
56,870
-2,128
| -4% | -$99.2K | 1.82% | 13 |
|
|
2018
Q1 | $2.76M | Sell |
58,998
-513
| -0.9% | -$24K | 1.95% | 13 |
|
|
2017
Q4 | $2.81M | Buy |
+59,511
| New | +$2.81M | 1.96% | 13 |
|