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

LGT Financial 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
-4,535
Closed -$185K – 176
2022
Q4 		$185K Buy
+4,535
New +$186K 0.22% 104

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AssetMark Inc
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LMGAM
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Jane Street
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TC
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LGT Financial Advisors's SHYG Position: Q1 2023 in Review

LGT Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 4,535 shares — an estimated $185K sold.

LGT Financial Advisors first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $185K in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • LGT Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 4,535 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $185K.
  • LGT Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • LGT Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $185K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on LGT Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.