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

MBM Wealth Consultants’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	-179	Closed	-$7K	–	331
2022 Q4	$7K	Sell	179 -153	-46%	-$6.26K	﹤0.01%	254
2022 Q3	$13K	Sell	332 -291	-47%	-$12K	0.01%	205
2022 Q2	$25K	Sell	623 -5,275	-89%	-$223K	0.01%	193
2022 Q1	$259K	Sell	5,898 -1,583	-21%	-$70.1K	0.11%	91
2021 Q4	$339K	Sell	7,481 -3,329	-31%	-$151K	0.14%	74
2021 Q3	$494K	Sell	10,810 -7,739	-42%	-$354K	0.23%	60
2021 Q2	$854K	Sell	18,549 -243,336	-93%	-$11.2M	0.4%	37
2021 Q1	$12M	Buy	261,885 +11,537	+5%	+$525K	6.09%	3
2020 Q4	$11.4M	Buy	250,348 +21,295	+9%	+$951K	6.19%	2
2020 Q3	$10.1M	Buy	229,053 +17,069	+8%	+$750K	6.43%	3
2020 Q2	$9.09M	Buy	211,984 +11,245	+6%	+$475K	6.41%	4
2020 Q1	$8.2M	Buy	200,739 +25,680	+15%	+$1.15M	6.79%	3
2019 Q4	$8.13M	Buy	175,059 +21,600	+14%	+$998K	6.02%	4
2019 Q3	$7.13M	Buy	153,459 +20,818	+16%	+$967K	5.6%	4
2019 Q2	$6.19M	Buy	132,641 +23,730	+22%	+$1.1M	5.15%	4
2019 Q1	$5.09M	Buy	108,911 +106,867	+5,228%	+$4.93M	4.46%	5
2018 Q4	$91K	Buy	+2,044	New	+$93.7K	0.09%	103

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

MBM Wealth Consultants's SHYG Position: Q1 2023 in Review

MBM Wealth Consultants sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 179 shares — an estimated $7K sold.

MBM Wealth Consultants first reported a position in SHYG in Q4 2018 and held it in 17 quarters. The position peaked at $12M in Q1 2021. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

MBM Wealth Consultants reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 179 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $7K.
MBM Wealth Consultants first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 17 quarters.
MBM Wealth Consultants's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $12M in Q1 2021.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.