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

Cassady Schiller Wealth Management’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
Q1 		– Sell
-1,691
Closed -$77K – 512
2021
Q4 		$77K Buy
+1,691
New +$76.6K 0.05% 161

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassady Schiller Wealth Management's SHYG Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 1,691 shares — an estimated $77K sold.

Cassady Schiller Wealth Management first reported a position in SHYG in Q4 2021 and held it in 1 quarter. The position peaked at $77K in Q4 2021. 448 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1,691 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $77K.
  • Cassady Schiller Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $77K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.