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Joseph P. Lucia & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Joseph P. Lucia & Associates’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
-555
Closed -$23K – 388
2022
Q2 		$23K Hold
555
– – 0.02% 239
2022
Q1 		$24K Buy
+555
New +$24.6K 0.01% 249

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Commonwealth Equity Services
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TC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's SHYG Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 555 shares — an estimated $23K sold.

Joseph P. Lucia & Associates first reported a position in SHYG in Q1 2022 and held it in 2 quarters. The position peaked at $24K in Q1 2022. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 555 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $23K.
  • Joseph P. Lucia & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $24K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.