Williams Financial’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
Q1 | – | Sell |
-118,960
| Closed | -$4.86M | – | 35 |
|
|
2022
Q4 | $4.86M | Buy |
118,960
+32,095
| +37% | +$1.31M | 4.22% | 10 |
|
|
2022
Q3 | $3.47M | Sell |
86,865
-121,991
| -58% | -$4.87M | 2.94% | 11 |
|
|
2022
Q2 | $8.47M | Buy |
+208,856
| New | +$8.47M | 6.89% | 9 |
|
|
2021
Q1 | – | Sell |
-137,861
| Closed | -$6.26M | – | 49 |
|
|
2020
Q4 | $6.26M | Buy |
+137,861
| New | +$6.26M | 5.92% | 7 |
|