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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2026
Q1 		$628K Hold
14,836
– – 0.01% 194
2025
Q4 		$636K Buy
+14,836
New +$637K 0.01% 181
2022
Q1 		– Sell
-34,321
Closed -$1.55M – 195
2021
Q4 		$1.55M Sell
34,321
-26,559
-44% -$1.2M 0.06% 107
2021
Q3 		$2.78M Sell
60,880
-2,747
-4% -$126K 0.11% 78
2021
Q2 		$2.93M Buy
63,627
+4,019
+7% +$184K 0.12% 79
2021
Q1 		$2.73M Sell
59,608
-20,206
-25% -$920K 0.13% 81
2020
Q4 		$3.63M Buy
79,814
+1,833
+2% +$81.9K 0.18% 64
2020
Q3 		$3.43M Buy
77,981
+1,684
+2% +$74K 0.19% 65
2020
Q2 		$3.27M Buy
+76,297
New +$3.22M 0.2% 63
2019
Q4 		$6.05M Buy
+130,238
New +$6.02M 0.48% 33

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return