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

Red Cedar Capital’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	$94K	Hold	2,297	–	–	0.06%	77
2022 Q3	$92K	Hold	2,297	–	–	0.06%	77
2022 Q2	$93K	Hold	2,297	–	–	0.06%	77
2022 Q1	$101K	Hold	2,297	–	–	0.06%	78
2021 Q4	$104K	Hold	2,297	–	–	0.06%	76
2021 Q3	$105K	Hold	2,297	–	–	0.06%	72
2021 Q2	$106K	Hold	2,297	–	–	0.07%	71
2021 Q1	$105K	Hold	2,297	–	–	0.07%	72
2020 Q4	$104K	Hold	2,297	–	–	0.08%	70
2020 Q3	$101K	Buy	2,297 +10	+0.4%	+$439	0.09%	71
2020 Q2	$98K	Buy	2,287 +32	+1%	+$1.35K	0.09%	71
2020 Q1	$92K	Buy	2,255 +19	+0.8%	+$851	0.09%	69
2019 Q4	$104K	Buy	2,236 +39	+2%	+$1.8K	0.08%	74
2019 Q3	$102K	Buy	2,197 +29	+1%	+$1.35K	0.08%	73
2019 Q2	$101K	Buy	2,168 +29	+1%	+$1.35K	0.09%	76
2019 Q1	$100K	Buy	2,139 +19	+0.9%	+$877	0.09%	75
2018 Q4	$94K	Buy	2,120 +42	+2%	+$1.93K	0.09%	72
2018 Q3	$98K	Buy	2,078 +138	+7%	+$6.46K	0.09%	76
2018 Q2	$90K	Buy	1,940 +25	+1%	+$1.17K	0.08%	78
2018 Q1	$90K	Buy	1,915 +17	+0.9%	+$798	0.08%	76
2017 Q4	$89K	Buy	+1,898	New	+$89.8K	0.07%	75

Other funds holding SHYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Red Cedar Capital's SHYG Position: Q4 2022 in Review

Red Cedar Capital held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q4 2022 at 2,297 shares worth $94K. The position accounts for 0.06% of the portfolio, ranked #77.

Red Cedar Capital first reported a position in SHYG in Q4 2017 and has held it in 21 quarters since. The position peaked at $106K in Q2 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Red Cedar Capital held 2,297 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $94K as of Q4 2022.
Red Cedar Capital left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q4 2022.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Red Cedar Capital's portfolio in Q4 2022, its #77 holding.
Red Cedar Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $106K in Q2 2021.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.