Icon Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYG
AWA
PCA
Icon Wealth Advisors's SHYG Position: Q4 2022 in Review
Icon Wealth Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2,613% in Q4 2022, buying an estimated $4.87M and bringing the position to 123,555 shares worth $5.05M. The position accounts for 0.58% of the portfolio, ranked #45.
Icon Wealth Advisors first reported a position in SHYG in Q3 2022 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.
- Icon Wealth Advisors held 123,555 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.05M as of Q4 2022.
- Icon Wealth Advisors bought 119,001 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $4.87M.
- iShares 0-5 Year High Yield Corporate Bond ETF made up 0.58% of Icon Wealth Advisors's portfolio in Q4 2022, its #45 holding.
- Icon Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
- 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.
Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.