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PCA
Personal Capital Advisors’s
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
Stock Holding History
Personal Capital 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
$330M
Buy
8,071,815
+156,297
+2%
+$6.39M
1.6%
14
2022
Q3
$316M
Buy
7,915,518
+221,212
+3%
+$9.15M
1.71%
14
2022
Q2
$312M
Buy
7,694,306
+234,653
+3%
+$9.93M
1.63%
14
2022
Q1
$328M
Buy
7,459,653
+411,306
+6%
+$18.2M
1.53%
15
2021
Q4
$320M
Buy
7,048,347
+292,822
+4%
+$13.3M
1.47%
16
2021
Q3
$309M
Buy
6,755,525
+452,577
+7%
+$20.7M
1.55%
16
2021
Q2
$290M
Buy
6,302,948
+536,003
+9%
+$24.6M
1.51%
15
2021
Q1
$264M
Buy
5,766,945
+597,455
+12%
+$27.2M
1.53%
15
2020
Q4
$235M
Buy
5,169,490
+301,559
+6%
+$13.5M
1.5%
14
2020
Q3
$214M
Buy
4,867,931
+345,511
+8%
+$15.2M
1.61%
14
2020
Q2
$194M
Buy
4,522,420
+354,569
+9%
+$15M
1.6%
14
2020
Q1
$171M
Buy
4,167,851
+337,655
+9%
+$15.1M
1.69%
12
2019
Q4
$178M
Buy
3,830,196
+350,363
+10%
+$16.2M
1.5%
14
2019
Q3
$162M
Buy
3,479,833
+291,802
+9%
+$13.5M
1.54%
14
2019
Q2
$149M
Buy
3,188,031
+299,498
+10%
+$13.9M
1.51%
15
2019
Q1
$135M
Buy
2,888,533
+230,233
+9%
+$10.6M
1.51%
15
2018
Q4
$118M
Buy
2,658,300
+213,382
+9%
+$9.79M
1.59%
16
2018
Q3
$115M
Buy
+2,444,918
New
+$114M
1.48%
15
Other funds holding SHYG
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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