Bernardo Wealth Planning LLC Ishares 0 5 Year High Yield CO Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$45.45 - $46.0 $199,434 - $201,848	-4,388 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$45.56 - $46.09 $143,058 - $144,722	-3,140 Reduced 41.71%	4,388 $202,000
Q1 2021 Apr 23, 2021	SELL	$45.28 - $45.81 $13,629 - $13,788	-301 Reduced 3.84%	7,528 $344,000
Q4 2020 Feb 01, 2021	BUY	$43.72 - $45.44 $1,136 - $1,181	26 Added 0.33%	7,829 $355,000
Q3 2020 Oct 23, 2020	SELL	$42.81 - $44.47 $1.22 Million - $1.27 Million	-28,592 Reduced 78.56%	7,803 $342,000
Q2 2020 Aug 03, 2020	BUY	$39.39 - $43.83 $136,053 - $151,388	3,454 Added 10.49%	36,395 $1.56 Million
Q1 2020 May 01, 2020	BUY	$37.54 - $46.72 $1.24 Million - $1.54 Million	32,941 New	32,941 $1.35 Million

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

125M

Call Options Held

0

Put Options Held

0

About ISHARES 0-5 YEAR HIGH YIELD CO

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