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Sandy Spring Bank’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sandy Spring Bank’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 		– Sell
-664
Closed -$30K – 1254
2021
Q3 		$30K Buy
+664
New +$30.4K ﹤0.01% 674
2018
Q4 		– Sell
-566
Closed -$27K – 798
2018
Q3 		$27K Buy
+566
New +$26.5K ﹤0.01% 550

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 $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Sandy Spring Bank's SHYG Position: Q4 2021 in Review

Sandy Spring Bank sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 664 shares — an estimated $30K sold.

Sandy Spring Bank first reported a position in SHYG in Q3 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2021. 457 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

  • Sandy Spring Bank reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Sandy Spring Bank sold 664 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $30K.
  • Sandy Spring Bank first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Sandy Spring Bank'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 Q4 2021.

Based on Sandy Spring Bank's 13F filing for Q4 2021, filed 11 Feb 2022.