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SFG Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

SFG Wealth Management’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
Q1 		– Sell
-4,937
Closed -$224K – 99
2021
Q4 		$224K Buy
+4,937
New +$224K 0.2% 90

Other funds holding SHYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFG Wealth Management's SHYG Position: Q1 2022 in Review

SFG Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 4,937 shares — an estimated $224K sold.

SFG Wealth Management first reported a position in SHYG in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

  • SFG Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • SFG Wealth Management sold 4,937 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $224K.
  • SFG Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • SFG Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $224K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on SFG Wealth Management's 13F filing for Q1 2022, filed 22 Apr 2022.