FWA
SHYG icon

Freedom Wealth Alliance’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Freedom Wealth Alliance’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
-30
Closed -$1.23K – 384
2022
Q4 		$1.23K Buy
+30
New +$1.23K ﹤0.01% 407

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Freedom Wealth Alliance's SHYG Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 30 shares — an estimated $1.23K sold.

Freedom Wealth Alliance first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $1.23K in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 30 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.23K.
  • Freedom Wealth Alliance first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.23K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.