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

Money Concepts 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
2023 Q1	–	Sell	-2,588	Closed	-$106K	–	2498
2022 Q4	$106K	Buy	2,588 +2,511	+3,261%	+$103K	﹤0.01%	943
2022 Q3	$3K	Sell	77 -645	-89%	-$26.7K	﹤0.01%	1335
2022 Q2	$29K	Sell	722 -5,843	-89%	-$247K	﹤0.01%	806
2022 Q1	$289K	Buy	6,565 +5,653	+620%	+$250K	0.02%	593
2021 Q4	$41K	Buy	+912	New	+$41.3K	﹤0.01%	611
2021 Q1	$46K	Hold	1,000	–	–	﹤0.01%	577
2020 Q4	$45K	Buy	+1,000	New	+$44.7K	﹤0.01%	525

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 $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Money Concepts Capital's SHYG Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 2,588 shares — an estimated $106K sold.

Money Concepts Capital first reported a position in SHYG in Q4 2020 and held it in 7 quarters. The position peaked at $289K in Q1 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Money Concepts Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,588 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $106K.
Money Concepts Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $289K in Q1 2022.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.