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

Legacy Wealth Planning’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 Q3	–	Sell	-5,014	Closed	-$203K	–	94
2022 Q2	$203K	Buy	+5,014	New	+$212K	0.29%	88
2022 Q1	–	Sell	-9,348	Closed	-$423K	–	107
2021 Q4	$423K	Sell	9,348 -3,089	-25%	-$140K	0.48%	44
2021 Q3	$568K	Sell	12,437 -932	-7%	-$42.6K	0.64%	36
2021 Q2	$616K	Buy	13,369 +734	+6%	+$33.6K	0.7%	36
2021 Q1	$579K	Buy	12,635 +6,664	+112%	+$303K	0.74%	34
2020 Q4	$271K	Buy	5,971 +1,207	+25%	+$53.9K	0.35%	59
2020 Q3	$209K	Sell	4,764 -488	-9%	-$21.4K	0.24%	69
2020 Q2	$225K	Buy	+5,252	New	+$222K	0.27%	62

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Planning's SHYG Position: Q3 2022 in Review

Legacy Wealth Planning sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 5,014 shares — an estimated $203K sold.

Legacy Wealth Planning first reported a position in SHYG in Q2 2020 and held it in 8 quarters. The position peaked at $616K in Q2 2021. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

Legacy Wealth Planning reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Planning sold 5,014 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $203K.
Legacy Wealth Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Legacy Wealth Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $616K in Q2 2021.
446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.