Global Financial Private Client’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-1,305	Closed	-$54K	–	702
2023 Q1	$54K	Sell	1,305 -1,759	-57%	-$72.8K	0.03%	272
2022 Q4	$125K	Buy	3,064 +2,397	+359%	+$98.1K	0.07%	176
2022 Q3	$26.7K	Buy	+667	New	+$27.6K	0.02%	330
2021 Q1	–	Sell	-1,682	Closed	-$76.4K	–	589
2020 Q4	$76.4K	Buy	+1,682	New	+$75.1K	0.06%	157

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Global Financial Private Client's SHYG Position: Q2 2023 in Review

Global Financial Private Client sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 1,305 shares — an estimated $54K sold.

Global Financial Private Client first reported a position in SHYG in Q4 2020 and held it in 4 quarters. The position peaked at $125K in Q4 2022. 490 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

Global Financial Private Client reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Global Financial Private Client sold 1,305 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $54K.
Global Financial Private Client first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Global Financial Private Client's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $125K in Q4 2022.
490 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Global Financial Private Client's 13F filing for Q2 2023, filed 16 May 2024.