Semmax Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Semmax Financial Advisors’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	-48,417	Closed	-$2.13M	–	303
2022 Q1	$2.13M	Sell	48,417 -48,971	-50%	-$2.17M	0.84%	47
2021 Q4	$4.41M	Buy	97,388 +21,177	+28%	+$960K	1.63%	17
2021 Q3	$3.48M	Buy	76,211 +44,562	+141%	+$2.04M	1.2%	26
2021 Q2	$1.46M	Buy	31,649 +2,042	+7%	+$93.6K	0.47%	69
2021 Q1	$1.36M	Buy	29,607 +3,081	+12%	+$140K	0.48%	70
2020 Q4	$1.21M	Buy	+26,526	New	+$1.19M	0.5%	66
2019 Q3	–	Sell	-175	Closed	-$8K	–	335
2019 Q2	$8K	Hold	175	–	–	0.01%	200
2019 Q1	$8K	Hold	175	–	–	0.01%	340
2018 Q4	$8K	Buy	+175	New	+$8.03K	0.01%	337

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

Semmax Financial Advisors's SHYG Position: Q2 2022 in Review

Semmax Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 48,417 shares — an estimated $2.13M sold.

Semmax Financial Advisors first reported a position in SHYG in Q4 2018 and held it in 9 quarters. The position peaked at $4.41M in Q4 2021. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

Semmax Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Semmax Financial Advisors sold 48,417 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $2.13M.
Semmax Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Semmax Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.41M 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 Semmax Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.