Sharkey, Howes & Javer’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sharkey, Howes & Javer’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 Q1	–	Sell	-144,697	Closed	-$5.92M	–	102
2022 Q4	$5.92M	Buy	+144,697	New	+$5.92M	1.36%	15
2021 Q1	–	Sell	-125,666	Closed	-$5.71M	–	82
2020 Q4	$5.71M	Buy	125,666 +7,964	+7%	+$356K	1.91%	17
2020 Q3	$5.17M	Buy	117,702 +19,558	+20%	+$860K	1.97%	15
2020 Q2	$4.21M	Buy	98,144 +17,619	+22%	+$744K	1.86%	14
2020 Q1	$3.29M	Buy	+80,525	New	+$3.61M	1.72%	16

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's SHYG Position: Q1 2023 in Review

Sharkey, Howes & Javer sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 144,697 shares — an estimated $5.92M sold.

Sharkey, Howes & Javer first reported a position in SHYG in Q1 2020 and held it in 5 quarters. The position peaked at $5.92M in Q4 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Sharkey, Howes & Javer reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Sharkey, Howes & Javer sold 144,697 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $5.92M.
Sharkey, Howes & Javer first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Sharkey, Howes & Javer's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.92M in Q4 2022.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2023, filed 18 Apr 2023.