Regal Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Regal Investment 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
2023 Q1	–	Sell	-47,706	Closed	-$1.95M	–	549
2022 Q4	$1.95M	Buy	+47,706	New	+$1.95M	0.19%	128
2021 Q4	–	Sell	-23,205	Closed	-$1.06M	–	556
2021 Q3	$1.06M	Buy	+23,205	New	+$1.06M	0.1%	214
2021 Q1	–	Sell	-16,723	Closed	-$760K	–	352
2020 Q4	$760K	Buy	+16,723	New	+$747K	0.09%	214
2020 Q3	–	Sell	-6,939	Closed	-$298K	–	232
2020 Q2	$298K	Buy	+6,939	New	+$293K	0.05%	244
2015 Q2	–	Sell	-304	Closed	-$15K	–	1006
2015 Q1	$15K	Buy	+304	New	+$14.8K	﹤0.01%	614

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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 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 New York $777B AUM 61.18% 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

Regal Investment Advisors's SHYG Position: Q1 2023 in Review

Regal Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 47,706 shares — an estimated $1.95M sold.

Regal Investment Advisors first reported a position in SHYG in Q1 2015 and held it in 5 quarters. The position peaked at $1.95M in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Regal Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Regal Investment Advisors sold 47,706 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.95M.
Regal Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2015 and held it in 5 quarters.
Regal Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.95M 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 Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.