FCA
SHYG icon

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

FLC Capital 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
Q1 		– Sell
-51,120
Closed -$2.32M – 177
2021
Q4 		$2.32M Sell
51,120
-468
-0.9% -$21.2K 0.64% 40
2021
Q3 		$2.36M Sell
51,588
-1,213
-2% -$55.5K 0.7% 38
2021
Q2 		$2.43M Sell
52,801
-14,445
-21% -$662K 0.72% 40
2021
Q1 		$3.08M Sell
67,246
-116,815
-63% -$5.32M 0.96% 26
2020
Q4 		$8.36M Buy
184,061
+943
+0.5% +$42.1K 2.78% 9
2020
Q3 		$8.1M Buy
183,118
+52,892
+41% +$2.32M 2.96% 9
2020
Q2 		$5.64M Buy
130,226
+123,564
+1,855% +$5.22M 2.24% 14
2020
Q1 		$267K Buy
+6,662
New +$299K 0.12% 87

Other funds holding SHYG

WA
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return