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

Legacy CG’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
Q2 		– Sell
-6,951
Closed -$306K – 120
2022
Q1 		$306K Buy
+6,951
New +$308K 0.2% 43

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy CG's SHYG Position: Q2 2022 in Review

Legacy CG sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 6,951 shares — an estimated $306K sold.

Legacy CG first reported a position in SHYG in Q1 2022 and held it in 1 quarter. The position peaked at $306K in Q1 2022. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

  • Legacy CG reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy CG sold 6,951 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $306K.
  • Legacy CG first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Legacy CG's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $306K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Legacy CG's 13F filing for Q2 2022, filed 10 Aug 2022.