Oliver Lagore Vanvalin Investment Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q3	–	Sell	-41	Closed	-$1.7K	–	889
2023 Q2	$1.7K	Buy	+41	New	+$1.69K	﹤0.01%	662
2023 Q1	–	Sell	-5,971	Closed	-$244K	–	731
2022 Q4	$244K	Buy	5,971 +5,480	+1,116%	+$224K	0.14%	80
2022 Q3	$20K	Buy	491 +124	+34%	+$5.13K	0.01%	253
2022 Q2	$15K	Buy	+367	New	+$15.5K	0.01%	295

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Oliver Lagore Vanvalin Investment Group's SHYG Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 41 shares — an estimated $1.7K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SHYG in Q2 2022 and held it in 4 quarters. The position peaked at $244K in Q4 2022. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 41 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $1.7K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
Oliver Lagore Vanvalin Investment Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $244K in Q4 2022.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.