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

Lake Street Advisors Group’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
Q3 		– Sell
-6,214
Closed -$283K – 390
2021
Q2 		$283K Buy
+6,214
New +$285K 0.02% 256

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Lake Street Advisors Group's SHYG Position: Q3 2021 in Review

Lake Street Advisors Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2021, closing a stake of 6,214 shares — an estimated $283K sold.

Lake Street Advisors Group first reported a position in SHYG in Q2 2021 and held it in 1 quarter. The position peaked at $283K in Q2 2021. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

  • Lake Street Advisors Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 6,214 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $283K.
  • Lake Street Advisors Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Lake Street Advisors Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $283K in Q2 2021.
  • 413 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.