Ifrah Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Ifrah Financial Services’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 Q4	–	Sell	-61,314	Closed	-$2.45M	–	206
2022 Q3	$2.45M	Sell	61,314 -1,310	-2%	-$54.2K	0.84%	32
2022 Q2	$2.54M	Buy	62,624 +251	+0.4%	+$10.6K	0.82%	32
2022 Q1	$2.74M	Buy	62,373 +970	+2%	+$43K	0.77%	37
2021 Q4	$2.78M	Buy	61,403 +1,638	+3%	+$74.2K	0.75%	37
2021 Q3	$2.73M	Buy	59,765 +959	+2%	+$43.9K	0.79%	36
2021 Q2	$2.71M	Buy	58,806 +1,693	+3%	+$77.6K	0.78%	36
2021 Q1	$2.62M	Buy	57,113 +1,106	+2%	+$50.3K	0.79%	36
2020 Q4	$2.54M	Buy	56,007 +572	+1%	+$25.6K	0.82%	33
2020 Q3	$2.44M	Buy	55,435 +1,357	+3%	+$59.6K	0.87%	32
2020 Q2	$2.32M	Buy	54,078 +1,325	+3%	+$56K	0.85%	34
2020 Q1	$2.16M	Buy	52,753 +2,780	+6%	+$125K	0.9%	33
2019 Q4	$2.32M	Buy	49,973 +250	+0.5%	+$11.6K	0.82%	34
2019 Q3	$2.31M	Buy	49,723 +1,054	+2%	+$48.9K	0.85%	34
2019 Q2	$2.27M	Buy	48,669 +783	+2%	+$36.4K	0.84%	34
2019 Q1	$2.24M	Buy	47,886 +682	+1%	+$31.5K	0.85%	34
2018 Q4	$2.1M	Sell	47,204 -532	-1%	-$24.4K	0.89%	34
2018 Q3	$2.25M	Buy	47,736 +380	+0.8%	+$17.8K	0.79%	34
2018 Q2	$2.21M	Buy	47,356 +481	+1%	+$22.5K	0.8%	34
2018 Q1	$2.19M	Buy	46,875 +1,064	+2%	+$49.9K	0.8%	32
2017 Q4	$2.16M	Buy	45,811 +638	+1%	+$30.2K	0.78%	34
2017 Q3	$2.16M	Buy	45,173 +755	+2%	+$36K	0.82%	34
2017 Q2	$2.13M	Buy	44,418 +1,499	+3%	+$71.6K	0.84%	32
2017 Q1	$2.05M	Sell	42,919 -485	-1%	-$23.1K	0.82%	32
2016 Q4	$2.06M	Buy	+43,404	New	+$2.04M	0.84%	31

Other funds holding SHYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ifrah Financial Services's SHYG Position: Q4 2022 in Review

Ifrah Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 61,314 shares — an estimated $2.45M sold.

Ifrah Financial Services first reported a position in SHYG in Q4 2016 and held it in 24 quarters. The position peaked at $2.78M in Q4 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Ifrah Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Ifrah Financial Services sold 61,314 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2.45M.
Ifrah Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
Ifrah Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.78M in Q4 2021.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Ifrah Financial Services's 13F filing for Q4 2022, filed 6 Feb 2023.