American Portfolios Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

American Portfolios Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$94.5K	Buy	2,367 +315	+15%	+$13K	﹤0.01%	1391
2022 Q2	$83.2K	Sell	2,052 -48	-2%	-$2.03K	﹤0.01%	1501
2022 Q1	$92.3K	Sell	2,100 -65	-3%	-$2.88K	﹤0.01%	1562
2021 Q4	$98.1K	Buy	2,165 +197	+10%	+$8.93K	﹤0.01%	1523
2021 Q3	$89.9K	Buy	1,968 +290	+17%	+$13.3K	﹤0.01%	1504
2021 Q2	$77.3K	Sell	1,678 -268	-14%	-$12.3K	﹤0.01%	1513
2021 Q1	$89.1K	Sell	1,946 -1,694	-47%	-$77.1K	﹤0.01%	1363
2020 Q4	$165K	Buy	3,640 +737	+25%	+$32.9K	0.01%	962
2020 Q3	$128K	Sell	2,903 -321	-10%	-$14.1K	0.01%	976
2020 Q2	$138K	Sell	3,224 -4,651	-59%	-$196K	0.01%	875
2020 Q1	$322K	Sell	7,875 -1,950	-20%	-$87.4K	0.03%	497
2019 Q4	$456K	Buy	9,825 +42	+0.4%	+$1.94K	0.03%	451
2019 Q3	$455K	Buy	9,783 +1,018	+12%	+$47.3K	0.04%	422
2019 Q2	$409K	Buy	8,765 +153	+2%	+$7.12K	0.03%	463
2019 Q1	$402K	Hold	8,612	–	–	0.04%	420
2018 Q4	$384K	Hold	8,612	–	–	0.05%	344
2018 Q3	$405K	Sell	8,612 -15	-0.2%	-$702	0.05%	376
2018 Q2	$402K	Sell	8,627 -90	-1%	-$4.21K	0.05%	326
2018 Q1	$408K	Sell	8,717 -790	-8%	-$37.1K	0.06%	308
2017 Q4	$448K	Buy	+9,507	New	+$450K	0.07%	279

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's SHYG Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q3 2022, buying an estimated $13K and bringing the position to 2,367 shares worth $94.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

American Portfolios Advisors first reported a position in SHYG in Q4 2017 and has held it in 20 quarters since. The position peaked at $456K in Q4 2019. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

American Portfolios Advisors held 2,367 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $94.5K as of Q3 2022.
American Portfolios Advisors bought 315 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $13K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1391 holding.
American Portfolios Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $456K in Q4 2019.
446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.