West Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,075
| Closed | -$795K | – | 78 |
|
|
2023
Q1 | $795K | Sell |
19,075
-73,885
| -79% | -$3.08M | 0.37% | 21 |
|
|
2022
Q4 | $3.8M | Buy |
92,960
+64,448
| +226% | +$2.64M | 1.89% | 14 |
|
|
2022
Q3 | $1.14M | Sell |
28,512
-6,865
| -19% | -$274K | 0.58% | 25 |
|
|
2022
Q2 | $1.43M | Buy |
35,377
+14,853
| +72% | +$602K | 0.66% | 23 |
|
|
2022
Q1 | $902K | Buy |
+20,524
| New | +$902K | 0.36% | 25 |
|