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

HawsGoodwin Investment Management’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
2021 Q4	$1.5M	Sell	33,012 -2,131	-6%	-$96.6K	0.44%	52
2021 Q3	$1.61M	Sell	35,143 -2,788	-7%	-$128K	0.49%	49
2021 Q2	$1.75M	Sell	37,931 -30,627	-45%	-$1.4M	0.54%	47
2021 Q1	$3.14M	Sell	68,558 -117,347	-63%	-$5.34M	1%	24
2020 Q4	$8.45M	Buy	185,905 +4,068	+2%	+$182K	2.65%	10
2020 Q3	$7.99M	Buy	181,837 +10,286	+6%	+$452K	2.84%	9
2020 Q2	$7.36M	Buy	171,551 +68,794	+67%	+$2.91M	2.89%	9
2020 Q1	$4.2M	Buy	+102,757	New	+$4.6M	2.12%	12

Other funds holding SHYG

PCA

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HawsGoodwin Investment Management's SHYG Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.1% in Q4 2021, selling an estimated $96.6K and leaving 33,012 shares worth $1.5M. The position accounts for 0.44% of the portfolio, ranked #52.

HawsGoodwin Investment Management first reported a position in SHYG in Q1 2020 and has held it in 8 quarters since. The position peaked at $8.45M in Q4 2020. 457 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

HawsGoodwin Investment Management held 33,012 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.5M as of Q4 2021.
HawsGoodwin Investment Management sold 2,131 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $96.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.44% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #52 holding.
HawsGoodwin Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 8 quarters since.
HawsGoodwin Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.45M in Q4 2020.
457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.