Bank Julius Baer & Co’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bank Julius Baer & Co’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 Q2	–	Sell	-13,134	Closed	-$577K	–	624
2022 Q1	$577K	Sell	13,134 -468,332	-97%	-$20.7M	﹤0.01%	334
2021 Q4	$21.8M	Sell	481,466 -19,041	-4%	-$863K	0.12%	110
2021 Q3	$22.9M	Sell	500,507 -16,058	-3%	-$735K	0.14%	108
2021 Q2	$23.8M	Buy	516,565 +85,855	+20%	+$3.93M	0.15%	113
2021 Q1	$19.7M	Sell	430,710 -14,713	-3%	-$670K	0.15%	111
2020 Q4	$20.2M	Sell	445,423 -57,941	-12%	-$2.59M	0.17%	101
2020 Q3	$22.1M	Buy	503,364 +18,345	+4%	+$806K	0.22%	90
2020 Q2	$20.8M	Sell	485,019 -67,629	-12%	-$2.86M	0.24%	86
2020 Q1	$22.6M	Buy	+552,648	New	+$24.8M	0.52%	53

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Bank Julius Baer & Co's SHYG Position: Q2 2022 in Review

Bank Julius Baer & Co sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 13,134 shares — an estimated $577K sold.

Bank Julius Baer & Co first reported a position in SHYG in Q1 2020 and held it in 9 quarters. The position peaked at $23.8M in Q2 2021. 456 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

Bank Julius Baer & Co reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 13,134 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $577K.
Bank Julius Baer & Co first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Bank Julius Baer & Co's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $23.8M in Q2 2021.
456 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Bank Julius Baer & Co's 13F filing for Q2 2022, filed 22 Jul 2022.