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

Evolution Wealth 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
2023 Q2	–	Sell	-5,825	Closed	-$243K	–	122
2023 Q1	$243K	Hold	5,825	–	–	0.06%	105
2022 Q4	$238K	Buy	5,825 +655	+13%	+$26.8K	0.06%	108
2022 Q3	$206K	Sell	5,170 -770	-13%	-$31.8K	0.06%	99
2022 Q2	$241K	Hold	5,940	–	–	0.06%	92
2022 Q1	$261K	Sell	5,940 -3,973	-40%	-$176K	0.05%	93
2021 Q4	$449	Buy	9,913 +23	+0.2%	+$1.04K	0.07%	79
2021 Q3	$452K	Buy	9,890 +1,030	+12%	+$47.1K	0.1%	65
2021 Q2	$408K	Buy	8,860 +8,075	+1,029%	+$370K	0.08%	73
2021 Q1	$36K	Buy	+785	New	+$35.7K	0.01%	231

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

Evolution Wealth Advisors's SHYG Position: Q2 2023 in Review

Evolution Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 5,825 shares — an estimated $243K sold.

Evolution Wealth Advisors first reported a position in SHYG in Q1 2021 and held it in 9 quarters. The position peaked at $452K in Q3 2021. 489 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

Evolution Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 5,825 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $243K.
Evolution Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Evolution Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $452K in Q3 2021.
489 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Evolution Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.