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

Flagstar 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
-367
Closed -$14.7K – 257
2022
Q3 		$14.7K Buy
+367
New +$15.2K 0.01% 243
2021
Q4 		– Sell
-367
Closed -$17K – 211
2021
Q3 		$17K Buy
+367
New +$16.8K 0.01% 206

Other funds holding SHYG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Flagstar Advisors's SHYG Position: Q4 2022 in Review

Flagstar Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 367 shares — an estimated $14.7K sold.

Flagstar Advisors first reported a position in SHYG in Q3 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

  • Flagstar Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 367 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $14.7K.
  • Flagstar Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Flagstar Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17K in Q3 2021.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.