Principal Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Principal Financial 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
2021 Q4	–	Sell	-5,001	Closed	-$229K	–	2619
2021 Q3	$229K	Sell	5,001 -1,533	-23%	-$70.1K	﹤0.01%	2394
2021 Q2	$301K	Buy	6,534 +561	+9%	+$25.7K	﹤0.01%	2354
2021 Q1	$274K	Sell	5,973 -4,409	-42%	-$201K	﹤0.01%	2301
2020 Q4	$472K	Buy	10,382 +2,437	+31%	+$109K	﹤0.01%	2126
2020 Q3	$349K	Buy	7,945 +485	+7%	+$21.3K	﹤0.01%	2098
2020 Q2	$320K	Sell	7,460 -1,066	-13%	-$45K	﹤0.01%	2074
2020 Q1	$348K	Buy	+8,526	New	+$382K	﹤0.01%	1932

Other funds holding SHYG

PCA

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

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

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

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

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

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group's SHYG Position: Q4 2021 in Review

Principal Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 5,001 shares — an estimated $229K sold.

Principal Financial Group first reported a position in SHYG in Q1 2020 and held it in 7 quarters. The position peaked at $472K in Q4 2020. 457 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

Principal Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Principal Financial Group sold 5,001 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $229K.
Principal Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Principal Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $472K in Q4 2020.
457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.