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

Lindbrook Capital’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
Q1 		– Sell
-85
Closed -$4K – 2601
2021
Q4 		$4K Buy
+85
New +$3.85K ﹤0.01% 1602
2020
Q4 		– Sell
-286
Closed -$13K – 1862
2020
Q3 		$13K Buy
+286
New +$12.6K ﹤0.01% 761

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lindbrook Capital's SHYG Position: Q1 2022 in Review

Lindbrook Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 85 shares — an estimated $4K sold.

Lindbrook Capital first reported a position in SHYG in Q3 2020 and held it in 2 quarters. The position peaked at $13K in Q3 2020. 448 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

  • Lindbrook Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lindbrook Capital sold 85 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $4K.
  • Lindbrook Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Lindbrook Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $13K in Q3 2020.
  • 448 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Lindbrook Capital's 13F filing for Q1 2022, filed 21 Apr 2022.