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

Emerald Advisors’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 Q4	–	Sell	-16,345	Closed	-$653K	–	85
2022 Q3	$653K	Sell	16,345 -19,966	-55%	-$825K	0.19%	33
2022 Q2	$1.47M	Sell	36,311 -4,497	-11%	-$190K	0.41%	21
2022 Q1	$1.79M	Buy	40,808 +9,975	+32%	+$442K	0.42%	19
2021 Q4	$1.4M	Buy	30,833 +8,238	+36%	+$373K	0.34%	23
2021 Q3	$1.03M	Buy	22,595 +9,639	+74%	+$441K	0.29%	34
2021 Q2	$597K	Buy	+12,956	New	+$594K	0.19%	43

Other funds holding SHYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Emerald Advisors's SHYG Position: Q4 2022 in Review

Emerald Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 16,345 shares — an estimated $653K sold.

Emerald Advisors first reported a position in SHYG in Q2 2021 and held it in 6 quarters. The position peaked at $1.79M in Q1 2022. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Emerald Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Emerald Advisors sold 16,345 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $653K.
Emerald Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Emerald Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.79M in Q1 2022.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Emerald Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.