EisnerAmper Wealth Management Corporate Benefits’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	–	Sell	-5,326	Closed	-$216K	–	45
2022 Q2	$216K	Hold	5,326	–	–	0.11%	43
2022 Q1	$234K	Hold	5,326	–	–	0.11%	46
2021 Q4	$241K	Hold	5,326	–	–	0.11%	42
2021 Q3	$243K	Sell	5,326 -2,731	-34%	-$125K	0.12%	44
2021 Q2	$371K	Hold	8,057	–	–	0.19%	38
2021 Q1	$369K	Hold	8,057	–	–	0.2%	38
2020 Q4	$366K	Hold	8,057	–	–	0.21%	35
2020 Q3	$354K	Hold	8,057	–	–	0.23%	33
2020 Q2	$346K	Hold	8,057	–	–	0.24%	33
2020 Q1	$329K	Hold	8,057	–	–	0.22%	29
2019 Q4	$374K	Hold	8,057	–	–	0.26%	26
2019 Q3	$375K	Hold	8,057	–	–	0.27%	27
2019 Q2	$376K	Hold	8,057	–	–	0.28%	27
2019 Q1	$376K	Buy	+8,057	New	+$372K	0.28%	31

Other funds holding SHYG

PCA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's SHYG Position: Q3 2022 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 5,326 shares — an estimated $216K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SHYG in Q1 2019 and held it in 14 quarters. The position peaked at $376K in Q2 2019. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 5,326 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $216K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and held it in 14 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $376K in Q2 2019.
446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2022, filed 3 Oct 2022.