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

Outlook Wealth Advisors’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 Q4	–	Sell	-18,668	Closed	-$746K	–	196
2022 Q3	$746K	Sell	18,668 -216	-1%	-$8.93K	0.33%	67
2022 Q2	$766K	Sell	18,884 -1,409	-7%	-$59.6K	0.31%	81
2022 Q1	$891K	Buy	20,293 +100	+0.5%	+$4.43K	0.3%	78
2021 Q4	$915K	Sell	20,193 -11,547	-36%	-$523K	0.27%	86
2021 Q3	$1.45M	Sell	31,740 -1,645	-5%	-$75.3K	0.47%	55
2021 Q2	$1.54M	Buy	33,385 +10,154	+44%	+$465K	0.49%	53
2021 Q1	$1.06M	Buy	23,231 +8,976	+63%	+$409K	0.37%	67
2020 Q4	$648K	Buy	14,255 +2,291	+19%	+$102K	0.24%	103
2020 Q3	$526K	Sell	11,964 -174	-1%	-$7.65K	0.21%	109
2020 Q2	$521K	Sell	12,138 -4,178	-26%	-$176K	0.22%	94
2020 Q1	$667K	Buy	+16,316	New	+$731K	0.38%	60

Other funds holding SHYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Outlook Wealth Advisors's SHYG Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 18,668 shares — an estimated $746K sold.

Outlook Wealth Advisors first reported a position in SHYG in Q1 2020 and held it in 11 quarters. The position peaked at $1.54M in Q2 2021. 569 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 18,668 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $746K.
Outlook Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Outlook Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.54M in Q2 2021.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.