Clearview Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Clearview 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
2023 Q3	–	Sell	-4,336	Closed	-$180K	–	535
2023 Q2	$180K	Sell	4,336 -5,270	-55%	-$217K	0.18%	115
2023 Q1	$400K	Sell	9,606 -22,211	-70%	-$920K	0.41%	73
2022 Q4	$1.3M	Buy	31,817 +23,966	+305%	+$980K	1.01%	21
2022 Q3	$314K	Sell	7,851 -814	-9%	-$33.7K	0.25%	63
2022 Q2	$351K	Sell	8,665 -1,479	-15%	-$62.6K	0.26%	66
2022 Q1	$446K	Sell	10,144 -17,341	-63%	-$768K	0.29%	57
2021 Q4	$1.25M	Sell	27,485 -10,409	-27%	-$472K	0.76%	29
2021 Q3	$1.73M	Buy	37,894 +1,734	+5%	+$79.3K	1.1%	22
2021 Q2	$1.67M	Buy	36,160 +7,369	+26%	+$338K	1.03%	21
2021 Q1	$1.32M	Sell	28,791 -57,734	-67%	-$2.63M	0.86%	27
2020 Q4	$3.93M	Buy	+86,525	New	+$3.87M	2.64%	7

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Clearview Wealth Advisors's SHYG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 4,336 shares — an estimated $180K sold.

Clearview Wealth Advisors first reported a position in SHYG in Q4 2020 and held it in 11 quarters. The position peaked at $3.93M in Q4 2020. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 4,336 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $180K.
Clearview Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.93M in Q4 2020.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.