Global Wealth Management Investment Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Global Wealth Management Investment Advisory’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	-7	Closed	–	–	522
2021 Q4	$0	Buy	+7	New	+$317	﹤0.01%	498
2021 Q2	–	Sell	-77	Closed	-$4K	–	483
2021 Q1	$4K	Hold	77	–	–	﹤0.01%	376
2020 Q4	$3K	Hold	77	–	–	﹤0.01%	379
2020 Q3	$3K	Sell	77 -43	-36%	-$1.89K	﹤0.01%	371
2020 Q2	$5K	Hold	120	–	–	﹤0.01%	434
2020 Q1	$5K	Hold	120	–	–	﹤0.01%	416
2019 Q4	$6K	Hold	120	–	–	﹤0.01%	420
2019 Q3	$6K	Buy	120 +77	+179%	+$3.58K	﹤0.01%	387
2019 Q2	$2K	Sell	43 -84	-66%	-$3.91K	﹤0.01%	589
2019 Q1	$6K	Buy	127 +62	+95%	+$2.86K	﹤0.01%	434
2018 Q4	$3K	Buy	+65	New	+$2.98K	﹤0.01%	547

Other funds holding SHYG

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PCA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's SHYG Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 7 shares.

Global Wealth Management Investment Advisory first reported a position in SHYG in Q4 2018 and held it in 11 quarters. The position peaked at $6K in Q4 2019. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

Global Wealth Management Investment Advisory reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 7 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022.
Global Wealth Management Investment Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Global Wealth Management Investment Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6K in Q4 2019.
450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.