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

RCS Financial Planning’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
2023
Q1 		– Sell
-11,050
Closed -$452K – 52
2022
Q4 		$452K Buy
+11,050
New +$452K 0.44% 35

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

RCS Financial Planning's SHYG Position: Q1 2023 in Review

RCS Financial Planning sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 11,050 shares — an estimated $452K sold.

RCS Financial Planning first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $452K in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • RCS Financial Planning reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • RCS Financial Planning sold 11,050 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $452K.
  • RCS Financial Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • RCS Financial Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $452K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on RCS Financial Planning's 13F filing for Q1 2023, filed 27 Apr 2023.