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

Financial Futures’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 Q3	–	Sell	-60,208	Closed	-$2.5M	–	55
2023 Q2	$2.5M	Buy	60,208 +757	+1%	+$31.2K	1.97%	22
2023 Q1	$2.48M	Buy	59,451 +2,375	+4%	+$98.3K	2.09%	22
2022 Q4	$2.33M	Sell	57,076 -11,503	-17%	-$471K	2.1%	16
2022 Q3	$2.74M	Buy	68,579 +24,093	+54%	+$996K	2.62%	14
2022 Q2	$1.8M	Buy	+44,486	New	+$1.88M	1.78%	18

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

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

OPAM

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Financial Futures's SHYG Position: Q3 2023 in Review

Financial Futures sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 60,208 shares — an estimated $2.5M sold.

Financial Futures first reported a position in SHYG in Q2 2022 and held it in 5 quarters. The position peaked at $2.74M in Q3 2022. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

Financial Futures reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Financial Futures sold 60,208 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $2.5M.
Financial Futures first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
Financial Futures's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.74M in Q3 2022.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Financial Futures's 13F filing for Q3 2023, filed 27 Oct 2023.