Godsey & Gibb Inc’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Godsey & Gibb Inc’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	–	Sell	-176	Closed	-$7K	–	332
2022 Q3	$7K	Sell	176 -73	-29%	-$3.02K	0.01%	57
2022 Q2	$10K	Sell	249 -512	-67%	-$21.7K	0.01%	70
2022 Q1	$33K	Buy	+761	New	+$33.7K	0.01%	60
2021 Q4	–	Sell	-761	Closed	-$35K	–	137
2021 Q3	$35K	Sell	761 -90	-11%	-$4.12K	0.02%	50
2021 Q2	$39K	Buy	+851	New	+$39K	0.02%	48

Other funds holding SHYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Godsey & Gibb Inc's SHYG Position: Q4 2022 in Review

Godsey & Gibb Inc sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 176 shares — an estimated $7K sold.

Godsey & Gibb Inc first reported a position in SHYG in Q2 2021 and held it in 5 quarters. The position peaked at $39K in Q2 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Godsey & Gibb Inc reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Godsey & Gibb Inc sold 176 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $7K.
Godsey & Gibb Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Godsey & Gibb Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $39K in Q2 2021.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Godsey & Gibb Inc's 13F filing for Q4 2022, filed 18 Jan 2023.