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Lantz Financial’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Lantz Financial’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
2023
Q1 		– Sell
-12,398
Closed -$507K – 198
2022
Q4 		$507K Buy
+12,398
New +$507K 0.23% 106

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Lantz Financial's SHYG Position: Q1 2023 in Review

Lantz Financial sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 12,398 shares — an estimated $507K sold.

Lantz Financial first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $507K in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Lantz Financial reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lantz Financial sold 12,398 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $507K.
  • Lantz Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Lantz Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $507K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Lantz Financial's 13F filing for Q1 2023, filed 10 Apr 2023.