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Laurel Wealth Advisors (California)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$14M Buy
342,436
+95,719
+39% +$3.92M 1.38% 6
2022
Q3 		$9.85M Buy
+246,717
New +$10.2M 1.05% 15

Other funds holding SHYG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SHYG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 39% in Q4 2022, buying an estimated $3.92M and bringing the position to 342,436 shares worth $14M. The position accounts for 1.38% of the portfolio, ranked #6.

Laurel Wealth Advisors (California) first reported a position in SHYG in Q3 2022 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

  • Laurel Wealth Advisors (California) held 342,436 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $14M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 95,719 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $3.92M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.38% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #6 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.