Integer Wealth Advisors Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.5M Buy
32,778
+5,218
+19% +$238K 0.82% 31
2020
Q4
$1.25M Buy
27,560
+6,272
+29% +$280K 0.82% 32
2020
Q3
$936K Buy
+21,288
New +$936K 0.86% 27

Other funds holding SHYG

Integer Wealth Advisors Group's SHYG Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 19% in Q1 2021, buying an estimated $238K and bringing the position to 32,778 shares worth $1.5M. The position accounts for 0.82% of the portfolio, ranked #31.

Integer Wealth Advisors Group first reported a position in SHYG in Q3 2020 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold SHYG as of Q1 2021.

  • Integer Wealth Advisors Group held 32,778 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.5M as of Q1 2021.
  • Integer Wealth Advisors Group bought 5,218 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2021, an estimated $238K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.82% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #31 holding.
  • Integer Wealth Advisors Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.