Graves Light Lenhart Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Graves Light Lenhart Wealth’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	-291	Closed	-$12K	–	522
2022 Q2	$12K	Hold	291	–	–	﹤0.01%	469
2022 Q1	$13K	Hold	291	–	–	﹤0.01%	513
2021 Q4	$13K	Hold	291	–	–	﹤0.01%	579
2021 Q3	$13K	Hold	291	–	–	﹤0.01%	542
2021 Q2	$13K	Hold	291	–	–	﹤0.01%	537
2021 Q1	$13K	Hold	291	–	–	﹤0.01%	547
2020 Q4	$13K	Buy	+291	New	+$13K	﹤0.01%	534

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 22.9% 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

Graves Light Lenhart Wealth's SHYG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 291 shares — an estimated $12K sold.

Graves Light Lenhart Wealth first reported a position in SHYG in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q1 2022. 445 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 291 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $12K.
Graves Light Lenhart Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $13K in Q1 2022.
445 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.