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

Schroder Investment Management Group’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 Q4	–	Sell	-195,771	Closed	-$7.82M	–	1315
2022 Q3	$7.82M	Buy	+195,771	New	+$8.09M	0.01%	679
2015 Q4	–	Sell	-34,031	Closed	-$1.56M	–	1237
2015 Q3	$1.56M	Buy	34,031 +13,136	+63%	+$623K	﹤0.01%	868
2015 Q2	$1.01M	Hold	20,895	–	–	﹤0.01%	912
2015 Q1	$1.02M	Buy	20,895 +2,635	+14%	+$129K	﹤0.01%	935
2014 Q4	$887K	Sell	18,260 -2,075	-10%	-$102K	﹤0.01%	1020
2014 Q3	$1.01M	Buy	+20,335	New	+$1.02M	﹤0.01%	1009

Other funds holding SHYG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Schroder Investment Management Group's SHYG Position: Q4 2022 in Review

Schroder Investment Management Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 195,771 shares — an estimated $7.82M sold.

Schroder Investment Management Group first reported a position in SHYG in Q3 2014 and held it in 6 quarters. The position peaked at $7.82M in Q3 2022. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Schroder Investment Management Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Schroder Investment Management Group sold 195,771 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $7.82M.
Schroder Investment Management Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2014 and held it in 6 quarters.
Schroder Investment Management Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.82M in Q3 2022.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Schroder Investment Management Group's 13F filing for Q4 2022, filed 10 Feb 2023.