Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,668
| Closed | -$1.68M | – | 744 |
|
|
2024
Q3 | $1.68M | Buy |
+38,668
| New | +$1.68M | 0.1% | 215 |
|
|
2024
Q1 | – | Sell |
-47,241
| Closed | -$1.99M | – | 713 |
|
|
2023
Q4 | $1.99M | Buy |
47,241
+2,372
| +5% | +$100K | 0.14% | 151 |
|
|
2023
Q3 | $1.84M | Buy |
44,869
+698
| +2% | +$28.6K | 0.16% | 142 |
|
|
2023
Q2 | $1.83M | Buy |
44,171
+911
| +2% | +$37.8K | 0.16% | 141 |
|
|
2023
Q1 | $1.8M | Buy |
43,260
+2,452
| +6% | +$102K | 0.17% | 142 |
|
|
2022
Q4 | $1.67M | Sell |
40,808
-4,092
| -9% | -$167K | 0.17% | 143 |
|
|
2022
Q3 | $1.86M | Buy |
44,900
+594
| +1% | +$24.6K | 0.11% | 193 |
|
|
2022
Q2 | $1.81M | Sell |
44,306
-1,414
| -3% | -$57.9K | 0.1% | 196 |
|
|
2022
Q1 | $2.01M | Buy |
+45,720
| New | +$2.01M | 0.1% | 203 |
|