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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-654
Closed -$29K 48
2022
Q1
$29K Buy
654
+2
+0.3% +$89 0.03% 34
2021
Q4
$30K Buy
+652
New +$29.6K 0.03% 34

Other funds holding SHYG

Crestmont Private Wealth's SHYG Position: Q2 2022 in Review

Crestmont Private Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 654 shares — an estimated $29K sold.

Crestmont Private Wealth first reported a position in SHYG in Q4 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

  • Crestmont Private Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 654 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $29K.
  • Crestmont Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Crestmont Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $30K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.