Gallagher Benefit Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Gallagher Benefit Services’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	$26.4M	Buy	+645,888	New	+$26.4M	5.55%	5

Other funds holding SHYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Gallagher Benefit Services's SHYG Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022: 645,888 shares worth $26.4M. The stake represents 5.55% of the portfolio and ranks #5 among its holdings.

569 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Gallagher Benefit Services held 645,888 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $26.4M as of Q4 2022.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares 0-5 Year High Yield Corporate Bond ETF made up 5.55% of Gallagher Benefit Services's portfolio in Q4 2022, its #5 holding.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.