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

Centaurus Financial’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	-4,135	Closed	-$182K	–	926
2022 Q1	$182K	Sell	4,135 -756	-15%	-$33.5K	0.01%	694
2021 Q4	$222K	Sell	4,891 -7,418	-60%	-$336K	0.02%	648
2021 Q3	$563K	Buy	12,309 +4,854	+65%	+$222K	0.05%	391
2021 Q2	$343K	Sell	7,455 -16,018	-68%	-$734K	0.03%	531
2021 Q1	$1.07M	Sell	23,473 -8,388	-26%	-$382K	0.11%	228
2020 Q4	$1.45M	Buy	31,861 +5,216	+20%	+$233K	0.15%	167
2020 Q3	$1.17M	Buy	+26,645	New	+$1.17M	0.16%	146
2018 Q3	–	Sell	-1,248	Closed	-$58K	–	1792
2018 Q2	$58K	Buy	+1,248	New	+$58.3K	0.01%	889

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centaurus Financial's SHYG Position: Q2 2022 in Review

Centaurus Financial sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 4,135 shares — an estimated $182K sold.

Centaurus Financial first reported a position in SHYG in Q2 2018 and held it in 8 quarters. The position peaked at $1.45M in Q4 2020. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

Centaurus Financial reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Centaurus Financial sold 4,135 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $182K.
Centaurus Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 8 quarters.
Centaurus Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.45M in Q4 2020.
457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Centaurus Financial's 13F filing for Q2 2022, filed 2 Aug 2022.