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

Empowered Funds’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
2023
Q1 		– Sell
-223,599
Closed -$9.14M – 684
2022
Q4 		$9.14M Buy
+223,599
New +$9.15M 0.6% 29

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Empowered Funds's SHYG Position: Q4 2021 in Review

Empowered Funds sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 75,744 shares — an estimated $3.45M sold.

Empowered Funds first reported a position in SHYG in Q3 2021 and held it in 1 quarter. The position peaked at $3.45M in Q3 2021. 457 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

  • Empowered Funds reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Empowered Funds sold 75,744 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $3.45M.
  • Empowered Funds first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Empowered Funds's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.45M in Q3 2021.
  • 457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Empowered Funds's 13F filing for Q4 2021, filed 10 Feb 2022.