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

Monument Capital Management’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	-22,383	Closed	-$1.01M	–	155
2021 Q4	$1.01M	Sell	22,383 -5,066	-18%	-$230K	0.31%	80
2021 Q3	$1.25M	Sell	27,449 -4,965	-15%	-$227K	0.43%	70
2021 Q2	$1.49M	Sell	32,414 -17,104	-35%	-$784K	0.52%	67
2021 Q1	$2.27M	Sell	49,518 -27,770	-36%	-$1.26M	0.91%	48
2020 Q4	$3.51M	Buy	77,288 +6,572	+9%	+$294K	1.62%	12
2020 Q3	$3.11M	Buy	70,716 +4,726	+7%	+$208K	1.64%	11
2020 Q2	$2.83M	Buy	+65,990	New	+$2.79M	1.66%	10

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Monument Capital Management's SHYG Position: Q1 2022 in Review

Monument Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 22,383 shares — an estimated $1.01M sold.

Monument Capital Management first reported a position in SHYG in Q2 2020 and held it in 7 quarters. The position peaked at $3.51M in Q4 2020. 448 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

Monument Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Monument Capital Management sold 22,383 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $1.01M.
Monument Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Monument Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.51M in Q4 2020.
448 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Monument Capital Management's 13F filing for Q1 2022, filed 14 Apr 2022.