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Schubert & Co’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Schubert & Co’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
Q2 		– Sell
-845
Closed -$35.2K – 1262
2023
Q1 		$35.2K Buy
+845
New +$35K 0.03% 86

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Schubert & Co's SHYG Position: Q2 2023 in Review

Schubert & Co sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 845 shares — an estimated $35.2K sold.

Schubert & Co first reported a position in SHYG in Q1 2023 and held it in 1 quarter. The position peaked at $35.2K in Q1 2023. 489 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

  • Schubert & Co reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 845 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $35.2K.
  • Schubert & Co first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Schubert & Co's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $35.2K in Q1 2023.
  • 489 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.