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

Private Capital 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
2022 Q2	$49K	Buy	+1,217	New	+$51.5K	0.04%	487
2021 Q1	–	Sell	-19,649	Closed	-$893K	–	2163
2020 Q4	$893K	Buy	19,649 +2,654	+16%	+$119K	0.16%	93
2020 Q3	$747K	Buy	16,995 +3,537	+26%	+$155K	0.16%	98
2020 Q2	$577K	Buy	13,458 +4,822	+56%	+$204K	0.12%	127
2020 Q1	$353K	Buy	8,636 +7,660	+785%	+$343K	0.09%	153
2019 Q4	$45K	Buy	+976	New	+$45.1K	0.01%	790
2018 Q1	–	Sell	-42,609	Closed	-$4K	–	2178
2017 Q4	$4K	Buy	+42,609	New	+$2.02M	﹤0.01%	1706

Other funds holding SHYG

PCA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Capital Group's SHYG Position: Q2 2022 in Review

Private Capital Group opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022: 1,217 shares worth $49K. The stake represents 0.04% of the portfolio and ranks #487 among its holdings. This is a return to the name: Private Capital Group previously reported a position in SHYG as recently as Q4 2020.

Private Capital Group first reported a position in SHYG in Q4 2017 and has held it in 7 quarters since. The position peaked at $893K in Q4 2020. 456 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

Private Capital Group held 1,217 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $49K as of Q2 2022.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Private Capital Group position in Q2 2022.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #487 holding.
Private Capital Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 7 quarters since.
Private Capital Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $893K in Q4 2020.
456 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.