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

Reilly Financial 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
2021
Q4 		$3K Hold
73
– – ﹤0.01% 947
2021
Q3 		$3K Buy
+73
New +$3.34K ﹤0.01% 827
2020
Q3 		– Sell
-15
Closed -$1K – 926
2020
Q2 		$1K Buy
+15
New +$634 ﹤0.01% 869

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's SHYG Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q4 2021 at 73 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Reilly Financial Advisors first reported a position in SHYG in Q2 2020 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

  • Reilly Financial Advisors held 73 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3K as of Q4 2021.
  • Reilly Financial Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q4 2021.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #947 holding.
  • Reilly Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.