Market Street Wealth Management Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Market Street Wealth Management 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	-5,054	Closed	-$207K	–	93
2022 Q4	$207K	Sell	5,054 -12,824	-72%	-$525K	0.06%	90
2022 Q3	$714K	Sell	17,878 -16,753	-48%	-$693K	0.23%	62
2022 Q2	$1.4M	Sell	34,631 -2,621	-7%	-$111K	0.43%	46
2022 Q1	$1.64M	Buy	+37,252	New	+$1.65M	0.58%	40

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.25B AUM 45.27% 1-Year Est. Return

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

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

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

Market Street Wealth Management Advisors's SHYG Position: Q1 2023 in Review

Market Street Wealth Management Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 5,054 shares — an estimated $207K sold.

Market Street Wealth Management Advisors first reported a position in SHYG in Q1 2022 and held it in 4 quarters. The position peaked at $1.64M in Q1 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Market Street Wealth Management Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Market Street Wealth Management Advisors sold 5,054 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $207K.
Market Street Wealth Management Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Market Street Wealth Management Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.64M in Q1 2022.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.