WR Wealth Planners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.3K | Sell |
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|
2024
Q3 | $25.3K | Hold |
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2024
Q2 | $24.6K | Hold |
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|
2024
Q1 | $24.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $59K | Sell |
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|
2023
Q2 | $60.3K | Sell |
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|
2023
Q1 | $89.5K | Sell |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $131K | Buy |
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