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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Personal Capital Advisors's SHYG Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2% in Q4 2022, buying an estimated $6.39M and bringing the position to 8,071,815 shares worth $330M. The position accounts for 1.6% of the portfolio, ranked #14.

Personal Capital Advisors first reported a position in SHYG in Q3 2018 and has held it in 18 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Personal Capital Advisors held 8,071,815 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $330M as of Q4 2022.
Personal Capital Advisors bought 156,297 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $6.39M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.6% of Personal Capital Advisors's portfolio in Q4 2022, its #14 holding.
Personal Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and has held it in 18 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.