Plante Moran Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-12	Closed	-$1K	–	981
2021 Q4	$1K	Buy	+12	New	+$544	﹤0.01%	973
2021 Q1	–	Sell	-140	Closed	-$6K	–	1110
2020 Q4	$6K	Buy	+140	New	+$6.25K	﹤0.01%	686
2020 Q2	–	Sell	-425	Closed	-$17K	–	836
2020 Q1	$17K	Buy	+425	New	+$19K	0.01%	417

Other funds holding SHYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's SHYG Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in SHYG in Q1 2020 and held it in 3 quarters. The position peaked at $17K in Q1 2020. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

Plante Moran Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 12 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $1K.
Plante Moran Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
Plante Moran Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17K in Q1 2020.
450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.