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SHYG icon

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

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BlackRock
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Envestnet Asset Management
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JSTA
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AssetMark Inc
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LMGAM
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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