S.A. Mason’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

S.A. Mason’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	-650	Closed	-$29K	–	330
2022 Q1	$29K	Hold	650	–	–	0.02%	290
2021 Q4	$29K	Hold	650	–	–	0.02%	283
2021 Q3	$30K	Hold	650	–	–	0.02%	277
2021 Q2	$30K	Hold	650	–	–	0.02%	274
2021 Q1	$30K	Hold	650	–	–	0.02%	264
2020 Q4	$30K	Buy	650 +150	+30%	+$6.7K	0.03%	253
2020 Q3	$22K	Buy	+500	New	+$22K	0.02%	243
2020 Q2	–	Sell	-470	Closed	-$19K	–	370
2020 Q1	$19K	Buy	+470	New	+$21.1K	0.02%	275

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

S.A. Mason's SHYG Position: Q2 2022 in Review

S.A. Mason sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 650 shares — an estimated $29K sold.

S.A. Mason first reported a position in SHYG in Q1 2020 and held it in 8 quarters. The position peaked at $30K in Q3 2021. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

S.A. Mason reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
S.A. Mason sold 650 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $29K.
S.A. Mason first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
S.A. Mason's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $30K in Q3 2021.
457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on S.A. Mason's 13F filing for Q2 2022, filed 7 Jul 2022.