Ellevest Inc’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Ellevest Inc’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
2021 Q4	–	Sell	-160	Closed	-$7K	–	1629
2021 Q3	$7K	Buy	160 +1	+0.6%	+$46	﹤0.01%	897
2021 Q2	$7K	Sell	159 -79	-33%	-$3.62K	﹤0.01%	845
2021 Q1	$11K	Buy	238 +2	+0.8%	+$91	﹤0.01%	774
2020 Q4	$11K	Buy	236 +2	+0.9%	+$89	﹤0.01%	736
2020 Q3	$10K	Buy	234 +2	+0.9%	+$88	﹤0.01%	662
2020 Q2	$10K	Buy	232 +83	+56%	+$3.51K	﹤0.01%	628
2020 Q1	$6K	Buy	149 +1	+0.7%	+$45	﹤0.01%	629
2019 Q4	$7K	Hold	148	–	–	﹤0.01%	565
2019 Q3	$7K	Hold	148	–	–	﹤0.01%	251
2019 Q2	$7K	Sell	148 -155	-51%	-$7.21K	﹤0.01%	275
2019 Q1	$14K	Buy	+303	New	+$14K	0.01%	166

Other funds holding SHYG

PCA

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ellevest Inc's SHYG Position: Q4 2021 in Review

Ellevest Inc sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 160 shares — an estimated $7K sold.

Ellevest Inc first reported a position in SHYG in Q1 2019 and held it in 11 quarters. The position peaked at $14K in Q1 2019. 455 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

Ellevest Inc reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 160 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $7K.
Ellevest Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Ellevest Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14K in Q1 2019.
455 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.