Icon Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Icon Wealth Partners’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 Q1	–	Sell	-7,917	Closed	-$359K	–	351
2021 Q4	$359K	Sell	7,917 -4,643	-37%	-$210K	0.04%	241
2021 Q3	$574K	Sell	12,560 -1,963	-14%	-$89.8K	0.06%	211
2021 Q2	$669K	Buy	14,523 +2,081	+17%	+$95.4K	0.07%	201
2021 Q1	$570K	Sell	12,442 -71,975	-85%	-$3.28M	0.07%	193
2020 Q4	$3.84M	Sell	84,417 -22,611	-21%	-$1.01M	0.61%	42
2020 Q3	$4.7M	Buy	107,028 +3,287	+3%	+$144K	0.91%	20
2020 Q2	$4.45M	Buy	103,741 +38,544	+59%	+$1.63M	1.08%	19
2020 Q1	$2.67M	Buy	+65,197	New	+$2.92M	1.05%	19

Other funds holding SHYG

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PCA

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Icon Wealth Partners's SHYG Position: Q1 2022 in Review

Icon Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 7,917 shares — an estimated $359K sold.

Icon Wealth Partners first reported a position in SHYG in Q1 2020 and held it in 8 quarters. The position peaked at $4.7M in Q3 2020. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

Icon Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Icon Wealth Partners sold 7,917 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $359K.
Icon Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Icon Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.7M in Q3 2020.
450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Icon Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.