Intelligence Driven Advisers’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Intelligence Driven Advisers’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	–	Sell	-6,609	Closed	-$301K	–	99
2021 Q3	$301K	Sell	6,609 -923	-12%	-$42.2K	0.07%	64
2021 Q2	$347K	Sell	7,532 -31,283	-81%	-$1.43M	0.07%	73
2021 Q1	$1.78M	Sell	38,815 -1,133	-3%	-$51.6K	0.4%	37
2020 Q4	$1.81M	Buy	39,948 +9,354	+31%	+$418K	0.41%	39
2020 Q3	$1.34M	Buy	+30,594	New	+$1.34M	0.32%	31

Other funds holding SHYG

PCA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

Intelligence Driven Advisers's SHYG Position: Q4 2021 in Review

Intelligence Driven Advisers sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 6,609 shares — an estimated $301K sold.

Intelligence Driven Advisers first reported a position in SHYG in Q3 2020 and held it in 5 quarters. The position peaked at $1.81M in Q4 2020. 455 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

Intelligence Driven Advisers reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Intelligence Driven Advisers sold 6,609 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $301K.
Intelligence Driven Advisers first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Intelligence Driven Advisers's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.81M in Q4 2020.
455 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Intelligence Driven Advisers's 13F filing for Q4 2021, filed 19 Jan 2022.