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

Nauset Wealth 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	$20K	Buy	+445	New	+$19.7K	0.02%	177

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 22.9% 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

Nauset Wealth Management's SHYG Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022: 445 shares worth $20K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings.

448 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

Nauset Wealth Management held 445 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $20K as of Q1 2022.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Nauset Wealth Management position in Q1 2022.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Nauset Wealth Management's portfolio in Q1 2022, its #177 holding.
448 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.