AIM
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Anchor Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Anchor Investment Management’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
2021
Q3 		– Sell
-729
Closed -$33.6K – 973
2021
Q2 		$33.6K Hold
729
– – ﹤0.01% 582
2021
Q1 		$33.4K Sell
729
-1,250
-63% -$56.9K 0.01% 562
2020
Q4 		$89.9K Hold
1,979
– – 0.02% 396
2020
Q3 		$87K Hold
1,979
– – 0.02% 375
2020
Q2 		$84.9K Sell
1,979
-54
-3% -$2.28K 0.02% 366
2020
Q1 		$83.1K Hold
2,033
– – 0.02% 355
2019
Q4 		$94.4K Buy
2,033
+54
+3% +$2.5K 0.02% 378
2019
Q3 		$92K Hold
1,979
– – 0.02% 373
2019
Q2 		$92.4K Hold
1,979
– – 0.02% 375
2019
Q1 		$92.4K Hold
1,979
– – 0.02% 373
2018
Q4 		$88.2K Hold
1,979
– – 0.03% 361
2018
Q3 		$93.2K Hold
1,979
– – 0.02% 387
2018
Q2 		$92.3K Hold
1,979
– – 0.02% 395
2018
Q1 		$92.6K Hold
1,979
– – 0.02% 397
2017
Q4 		$93.3K Hold
1,979
– – 0.02% 379
2017
Q3 		$94.7K Buy
1,979
+979
+98% +$46.7K 0.03% 363
2017
Q2 		$47.9K Hold
1,000
– – 0.02% 405
2017
Q1 		$47.8K Hold
1,000
– – 0.02% 401
2016
Q4 		$47.3K Hold
1,000
– – 0.02% 384
2016
Q3 		$47.3K Hold
1,000
– – 0.02% 359
2016
Q2 		$46.3K Hold
1,000
– – 0.02% 360
2016
Q1 		$45K Buy
+1,000
New +$44.1K 0.02% 353

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Anchor Investment Management's SHYG Position: Q3 2021 in Review

Anchor Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2021, closing a stake of 729 shares — an estimated $33.6K sold.

Anchor Investment Management first reported a position in SHYG in Q1 2016 and held it in 22 quarters. The position peaked at $94.7K in Q3 2017. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

  • Anchor Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Anchor Investment Management sold 729 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $33.6K.
  • Anchor Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 22 quarters.
  • Anchor Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $94.7K in Q3 2017.
  • 413 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.