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

Clear Perspectives Financial Planning’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
-34
Closed -$1.39K – 229
2022
Q4 		$1.39K Buy
+34
New +$1.39K ﹤0.01% 192

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Clear Perspectives Financial Planning's SHYG Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 34 shares — an estimated $1.39K sold.

Clear Perspectives Financial Planning first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $1.39K in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 34 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.39K.
  • Clear Perspectives Financial Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.39K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.