Apeiron RIA’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Apeiron RIA’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
2023 Q1	–	Sell	-44,061	Closed	-$1.8M	–	212
2022 Q4	$1.8M	Buy	+44,061	New	+$1.8M	0.69%	30
2022 Q1	–	Sell	-4,790	Closed	-$217K	–	178
2021 Q4	$217K	Buy	+4,790	New	+$217K	0.09%	157

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

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

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

Apeiron RIA's SHYG Position: Q1 2023 in Review

Apeiron RIA sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 44,061 shares — an estimated $1.8M sold.

Apeiron RIA first reported a position in SHYG in Q4 2021 and held it in 2 quarters. The position peaked at $1.8M in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Apeiron RIA reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Apeiron RIA sold 44,061 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.8M.
Apeiron RIA first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Apeiron RIA's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.8M in Q4 2022.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Apeiron RIA's 13F filing for Q1 2023, filed 13 Apr 2023.