Eaton Vance Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Eaton Vance Management’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
2022 Q3	$1.01M	Buy	+25,303	New	+$1.05M	﹤0.01%	1224
2022 Q1	–	Sell	-712	Closed	-$32K	–	2556
2021 Q4	$32K	Hold	712	–	–	﹤0.01%	2267
2021 Q3	$33K	Sell	712 -30	-4%	-$1.37K	﹤0.01%	1581
2021 Q2	$34K	Hold	742	–	–	﹤0.01%	2283
2021 Q1	$34K	Buy	+742	New	+$33.8K	﹤0.01%	1897

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Eaton Vance Management's SHYG Position: Q3 2022 in Review

Eaton Vance Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022: 25,303 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Eaton Vance Management previously reported a position in SHYG as recently as Q4 2021.

Eaton Vance Management first reported a position in SHYG in Q1 2021 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

Eaton Vance Management held 25,303 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.01M as of Q3 2022.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Eaton Vance Management position in Q3 2022.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1224 holding.
Eaton Vance Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 5 quarters since.
445 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.