Avidian Wealth Enterprises’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Avidian Wealth Enterprises’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	-30,472	Closed	-$1.25M	–	502
2022 Q4	$1.25M	Buy	+30,472	New	+$1.25M	0.08%	149
2022 Q1	–	Sell	-10,507	Closed	-$476K	–	565
2021 Q4	$476K	Buy	+10,507	New	+$476K	0.03%	310
2021 Q1	–	Sell	-35,489	Closed	-$1.61M	–	396
2020 Q4	$1.61M	Sell	35,489 -12,313	-26%	-$550K	0.15%	88
2020 Q3	$2.1M	Sell	47,802 -4,030	-8%	-$177K	0.24%	64
2020 Q2	$2.22M	Buy	51,832 +22,346	+76%	+$944K	0.3%	57
2020 Q1	$1.21M	Sell	29,486 -3,580	-11%	-$160K	0.19%	67
2019 Q4	$1.53M	Sell	33,066 -27	-0.1%	-$1.25K	0.22%	49
2019 Q3	$1.54M	Buy	33,093 +1,838	+6%	+$85.3K	0.25%	39
2019 Q2	$1.46M	Buy	31,255 +734	+2%	+$34.1K	0.35%	29
2019 Q1	$1.43M	Buy	30,521 +6,944	+29%	+$321K	0.32%	34
2018 Q4	$1.05M	Sell	23,577 -386	-2%	-$17.7K	0.37%	31
2018 Q3	$1.13M	Buy	23,963 +2,514	+12%	+$118K	0.35%	30
2018 Q2	$1M	Buy	21,449 +1,093	+5%	+$51.1K	0.32%	29
2018 Q1	$952K	Sell	20,356 -1,718	-8%	-$80.6K	0.32%	33
2017 Q4	$1.04M	Buy	22,074 +901	+4%	+$42.6K	0.28%	28
2017 Q3	$1.01M	Buy	+21,173	New	+$1.01M	0.39%	25

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avidian Wealth Enterprises's SHYG Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 30,472 shares — an estimated $1.25M sold.

Avidian Wealth Enterprises first reported a position in SHYG in Q3 2017 and held it in 16 quarters. The position peaked at $2.22M in Q2 2020. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Avidian Wealth Enterprises reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 30,472 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.25M.
Avidian Wealth Enterprises first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2017 and held it in 16 quarters.
Avidian Wealth Enterprises's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.22M in Q2 2020.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.