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

RHS Financial’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	-5,019	Closed	-$205K	–	94
2022 Q4	$205K	Sell	5,019 -6,478	-56%	-$265K	0.16%	90
2022 Q3	$459K	Buy	+11,497	New	+$475K	0.41%	51
2022 Q1	–	Sell	-8,360	Closed	-$379K	–	88
2021 Q4	$379K	Sell	8,360 -4,176	-33%	-$189K	0.26%	62
2021 Q3	$573K	Sell	12,536 -3,450	-22%	-$158K	0.42%	52
2021 Q2	$736K	Sell	15,986 -9,616	-38%	-$441K	0.55%	48
2021 Q1	$1.17M	Sell	25,602 -11,225	-30%	-$511K	0.98%	32
2020 Q4	$1.67M	Sell	36,827 -110	-0.3%	-$4.91K	1.44%	22
2020 Q3	$1.62M	Sell	36,937 -22,515	-38%	-$990K	1.63%	20
2020 Q2	$2.55M	Buy	59,452 +54,124	+1,016%	+$2.29M	2.98%	13
2020 Q1	$218K	Buy	+5,328	New	+$239K	0.29%	59

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 $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

RHS Financial's SHYG Position: Q1 2023 in Review

RHS Financial sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 5,019 shares — an estimated $205K sold.

RHS Financial first reported a position in SHYG in Q1 2020 and held it in 10 quarters. The position peaked at $2.55M in Q2 2020. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

RHS Financial reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
RHS Financial sold 5,019 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $205K.
RHS Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
RHS Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.55M in Q2 2020.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

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