Wedmont Private Capital’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
Q1 | – | Sell |
-12,691
| Closed | -$535K | – | 625 |
|
|
2023
Q4 | $535K | Hold |
12,691
| – | – | 0.04% | 291 |
|
|
2023
Q3 | $517K | Hold |
12,691
| – | – | 0.05% | 245 |
|
|
2023
Q2 | $526K | Buy |
12,691
+373
| +3% | +$15.5K | 0.06% | 233 |
|
|
2023
Q1 | $508K | Hold |
12,318
| – | – | 0.07% | 222 |
|
|
2022
Q4 | $513K | Hold |
12,318
| – | – | 0.08% | 199 |
|
|
2022
Q3 | $492K | Buy |
+12,318
| New | +$492K | 0.1% | 165 |
|