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

Goodwin 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 Q3	–	Sell	-15	Closed	-$608	–	241
2022 Q2	$608	Sell	15 -198	-93%	-$8.38K	﹤0.01%	160
2022 Q1	$10K	Sell	213 -1,294	-86%	-$57.3K	0.01%	146
2021 Q4	$68K	Sell	1,507 -51	-3%	-$2.31K	0.05%	66
2021 Q3	$71K	Sell	1,558 -778	-33%	-$35.6K	0.07%	52
2021 Q2	$108K	Sell	2,336 -1,903	-45%	-$87.2K	0.12%	38
2021 Q1	$196K	Sell	4,239 -258	-6%	-$11.7K	0.23%	26
2020 Q4	$204K	Buy	+4,497	New	+$201K	0.25%	25

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goodwin Investment Advisory's SHYG Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 15 shares — an estimated $608 sold.

Goodwin Investment Advisory first reported a position in SHYG in Q4 2020 and held it in 7 quarters. The position peaked at $204K in Q4 2020. 445 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

Goodwin Investment Advisory reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 15 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $608.
Goodwin Investment Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Goodwin Investment Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $204K in Q4 2020.
445 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.