Harbour Capital Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Harbour Capital Advisors’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	-5,650	Closed	-$235K	–	282
2023 Q1	$235K	Sell	5,650 -765	-12%	-$31.7K	0.07%	229
2022 Q4	$263K	Sell	6,415 -8,225	-56%	-$336K	0.09%	194
2022 Q3	$583K	Sell	14,640 -1,600	-10%	-$66.1K	0.2%	117
2022 Q2	$659K	Hold	16,240	–	–	0.21%	108
2022 Q1	$714K	Sell	16,240 -2,300	-12%	-$102K	0.2%	116
2021 Q4	$840K	Sell	18,540 -2,475	-12%	-$112K	0.21%	112
2021 Q3	$960K	Buy	21,015 +4,495	+27%	+$206K	0.25%	103
2021 Q2	$761K	Buy	16,520 +8,600	+109%	+$394K	0.2%	123
2021 Q1	$363K	Buy	+7,920	New	+$361K	0.11%	162

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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 $71.6B AUM 21.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

Harbour Capital Advisors's SHYG Position: Q2 2023 in Review

Harbour Capital Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 5,650 shares — an estimated $235K sold.

Harbour Capital Advisors first reported a position in SHYG in Q1 2021 and held it in 9 quarters. The position peaked at $960K in Q3 2021. 489 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

Harbour Capital Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Harbour Capital Advisors sold 5,650 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $235K.
Harbour Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Harbour Capital Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $960K in Q3 2021.
489 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Harbour Capital Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.