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

Cooper Financial Group’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	-18,163	Closed	-$743K	–	320
2022 Q4	$743K	Buy	+18,163	New	+$743K	0.23%	108
2021 Q2	–	Sell	-8,741	Closed	-$400K	–	261
2021 Q1	$400K	Sell	8,741 -165,618	-95%	-$7.54M	0.09%	147
2020 Q4	$7.92M	Buy	174,359 +11,898	+7%	+$532K	1.62%	15
2020 Q3	$7.14M	Buy	162,461 +10,059	+7%	+$442K	2.06%	12
2020 Q2	$6.54M	Buy	152,402 +18,398	+14%	+$777K	2.12%	13
2020 Q1	$5.48M	Buy	+134,004	New	+$6M	2.28%	11

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cooper Financial Group's SHYG Position: Q1 2023 in Review

Cooper Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 18,163 shares — an estimated $743K sold.

Cooper Financial Group first reported a position in SHYG in Q1 2020 and held it in 6 quarters. The position peaked at $7.92M in Q4 2020. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Cooper Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Cooper Financial Group sold 18,163 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $743K.
Cooper Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Cooper Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.92M in Q4 2020.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Cooper Financial Group's 13F filing for Q1 2023, filed 11 May 2023.