Ironwood Wealth Management (West Virginia)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Ironwood Wealth Management (West Virginia)’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 Q3	–	Sell	-165,789	Closed	-$6.79M	–	25
2022 Q2	$6.79M	Buy	165,789 +1,630	+1%	+$68.9K	4.66%	10
2022 Q1	$7.22M	Buy	164,159 +2,667	+2%	+$118K	5.21%	11
2021 Q4	$7.32M	Buy	161,492 +1,451	+0.9%	+$65.8K	5.12%	10
2021 Q3	$7.31M	Buy	160,041 +21,971	+16%	+$1.01M	5.42%	10
2021 Q2	$6.36M	Buy	138,070 +2,117	+2%	+$97K	4.56%	10
2021 Q1	$6.23M	Buy	135,953 +794	+0.6%	+$36.1K	4.93%	10
2020 Q4	$6.14M	Buy	+135,159	New	+$6.04M	5.53%	6

Other funds holding SHYG

PCA

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Ironwood Wealth Management (West Virginia)'s SHYG Position: Q3 2022 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 165,789 shares — an estimated $6.79M sold.

Ironwood Wealth Management (West Virginia) first reported a position in SHYG in Q4 2020 and held it in 7 quarters. The position peaked at $7.32M in Q4 2021. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

Ironwood Wealth Management (West Virginia) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 165,789 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $6.79M.
Ironwood Wealth Management (West Virginia) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Ironwood Wealth Management (West Virginia)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.32M in Q4 2021.
446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2022, filed 19 Oct 2022.