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

Leelyn Smith’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	-1,200	Closed	-$49.1K	–	364
2022 Q4	$49.1K	Hold	1,200	–	–	0.01%	182
2022 Q3	$48K	Buy	+1,200	New	+$49.6K	0.02%	158
2022 Q1	–	Sell	-976	Closed	-$44K	–	396
2021 Q4	$44K	Sell	976 -8	-0.8%	-$363	0.01%	207
2021 Q3	$45K	Sell	984 -8	-0.8%	-$366	0.01%	200
2021 Q2	$46K	Buy	992 +62	+7%	+$2.84K	0.01%	198
2021 Q1	$43K	Sell	930 -7	-0.7%	-$319	0.01%	208
2020 Q4	$43K	Buy	937 +188	+25%	+$8.4K	0.01%	201
2020 Q3	$33K	Buy	749 +552	+280%	+$24.3K	0.01%	206
2020 Q2	$8K	Buy	+197	New	+$8.32K	﹤0.01%	338

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leelyn Smith's SHYG Position: Q1 2023 in Review

Leelyn Smith sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 1,200 shares — an estimated $49.1K sold.

Leelyn Smith first reported a position in SHYG in Q2 2020 and held it in 9 quarters. The position peaked at $49.1K in Q4 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Leelyn Smith reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,200 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $49.1K.
Leelyn Smith first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Leelyn Smith's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $49.1K in Q4 2022.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.