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J. Safra Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

J. Safra Asset Management’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
-555
Closed -$12K – 129
2021
Q4 		$12K Buy
+555
New +$25.2K 0.25% 14

Other funds holding SHYG

WA
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Safra Asset Management's SHYG Position: Q1 2022 in Review

J. Safra Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 555 shares — an estimated $12K sold.

J. Safra Asset Management first reported a position in SHYG in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

  • J. Safra Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • J. Safra Asset Management sold 555 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $12K.
  • J. Safra Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • J. Safra Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $12K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on J. Safra Asset Management's 13F filing for Q1 2022, filed 9 May 2022.