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

LexAurum Advisors’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	-7,582	Closed	-$310K	–	264
2022 Q4	$310K	Buy	+7,582	New	+$310K	0.11%	178
2021 Q1	–	Sell	-10,809	Closed	-$491K	–	249
2020 Q4	$491K	Buy	10,809 +4,123	+62%	+$184K	0.18%	135
2020 Q3	$294K	Buy	+6,686	New	+$294K	0.12%	172

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 22.96% 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

LexAurum Advisors's SHYG Position: Q1 2023 in Review

LexAurum Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 7,582 shares — an estimated $310K sold.

LexAurum Advisors first reported a position in SHYG in Q3 2020 and held it in 3 quarters. The position peaked at $491K in Q4 2020. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

LexAurum Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
LexAurum Advisors sold 7,582 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $310K.
LexAurum Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
LexAurum Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $491K in Q4 2020.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on LexAurum Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.