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

Rockbridge Investment Management’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 Q2	–	Sell	-480	Closed	-$21K	–	780
2022 Q1	$21K	Hold	480	–	–	﹤0.01%	411
2021 Q4	$22K	Hold	480	–	–	﹤0.01%	469
2021 Q3	$22K	Hold	480	–	–	﹤0.01%	442
2021 Q2	$22K	Hold	480	–	–	﹤0.01%	431
2021 Q1	$22K	Buy	480 +218	+83%	+$9.92K	﹤0.01%	416
2020 Q4	$12K	Hold	262	–	–	﹤0.01%	484
2020 Q3	$12K	Hold	262	–	–	﹤0.01%	450
2020 Q2	$11K	Buy	+262	New	+$11.1K	﹤0.01%	417

Other funds holding SHYG

PCA

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

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

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

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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Rockbridge Investment Management's SHYG Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 480 shares — an estimated $21K sold.

Rockbridge Investment Management first reported a position in SHYG in Q2 2020 and held it in 8 quarters. The position peaked at $22K in Q4 2021. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

Rockbridge Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 480 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $21K.
Rockbridge Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $22K in Q4 2021.
457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.