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

Bison Wealth’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
Q4 		– Sell
-347
Closed -$16K – 454
2021
Q3 		$16K Hold
347
– – 0.01% 391
2021
Q2 		$16K Buy
347
+200
+136% +$9.17K 0.01% 380
2021
Q1 		$7K Hold
147
– – ﹤0.01% 429
2020
Q4 		$7K Buy
147
+95
+183% +$4.24K ﹤0.01% 376
2020
Q3 		$2K Buy
+52
New +$2.29K ﹤0.01% 359

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bison Wealth's SHYG Position: Q4 2021 in Review

Bison Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 347 shares — an estimated $16K sold.

Bison Wealth first reported a position in SHYG in Q3 2020 and held it in 5 quarters. The position peaked at $16K in Q3 2021. 455 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

  • Bison Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 347 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $16K.
  • Bison Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
  • Bison Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $16K in Q3 2021.
  • 455 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.