Caliber Wealth Management (Utah)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Caliber Wealth Management (Utah)’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	-43,525	Closed	-$1.78M	–	84
2022 Q4	$1.78M	Sell	43,525 -29,354	-40%	-$1.2M	1.36%	26
2022 Q3	$2.91M	Buy	72,879 +315	+0.4%	+$13K	2.3%	10
2022 Q2	$2.94M	Buy	72,564 +4,231	+6%	+$179K	2.29%	10
2022 Q1	$3M	Sell	68,333 -9,264	-12%	-$410K	1.92%	15
2021 Q4	$3.5M	Buy	77,597 +35,322	+84%	+$1.6M	2.42%	8
2021 Q3	$1.93M	Sell	42,275 -1,155	-3%	-$52.8K	1.36%	34
2021 Q2	$2M	Buy	+43,430	New	+$1.99M	1.42%	18

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

Caliber Wealth Management (Utah)'s SHYG Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 43,525 shares — an estimated $1.78M sold.

Caliber Wealth Management (Utah) first reported a position in SHYG in Q2 2021 and held it in 7 quarters. The position peaked at $3.5M in Q4 2021. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 43,525 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.78M.
Caliber Wealth Management (Utah) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Caliber Wealth Management (Utah)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.5M in Q4 2021.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.