First Heartland Consultants’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

First Heartland Consultants’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	-8,813	Closed	-$360K	–	394
2022 Q4	$360K	Buy	+8,813	New	+$361K	0.06%	249
2021 Q1	–	Sell	-5,381	Closed	-$245K	–	407
2020 Q4	$245K	Buy	5,381 +817	+18%	+$36.5K	0.04%	286
2020 Q3	$201K	Sell	4,564 -620	-12%	-$27.2K	0.04%	282
2020 Q2	$222K	Buy	+5,184	New	+$219K	0.04%	250

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Heartland Consultants's SHYG Position: Q1 2023 in Review

First Heartland Consultants sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 8,813 shares — an estimated $360K sold.

First Heartland Consultants first reported a position in SHYG in Q2 2020 and held it in 4 quarters. The position peaked at $360K in Q4 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

First Heartland Consultants reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 8,813 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $360K.
First Heartland Consultants first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
First Heartland Consultants's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $360K in Q4 2022.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.