Forte Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-53,669
Closed -$2.14M 71
2022
Q3
$2.14M Buy
53,669
+19,241
+56% +$795K 1.42% 24
2022
Q2
$1.4M Buy
+34,428
New +$1.46M 0.97% 33

Other funds holding SHYG

Forte Asset Management's SHYG Position: Q4 2022 in Review

Forte Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 53,669 shares — an estimated $2.14M sold.

Forte Asset Management first reported a position in SHYG in Q2 2022 and held it in 2 quarters. The position peaked at $2.14M in Q3 2022. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

  • Forte Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Forte Asset Management sold 53,669 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2.14M.
  • Forte Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Forte Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.14M in Q3 2022.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Forte Asset Management's 13F filing for Q4 2022, filed 17 Jan 2023.