Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.67M | Buy |
138,088
+10,096
| +8% | +$414K | 1.04% | 29 |
|
|
2023
Q2 | $5.31M | Buy |
127,992
+13,004
| +11% | +$539K | 0.95% | 30 |
|
|
2023
Q1 | $4.75M | Buy |
114,988
+33,669
| +41% | +$1.39M | 0.92% | 29 |
|
|
2022
Q4 | $3.38M | Buy |
81,319
+32,702
| +67% | +$1.36M | 0.7% | 36 |
|
|
2022
Q3 | $1.95M | Buy |
48,617
+42,289
| +668% | +$1.7M | 0.49% | 42 |
|
|
2022
Q2 | $256K | Buy |
+6,328
| New | +$256K | 0.07% | 129 |
|