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

SignalPoint Asset 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 Q4	–	Sell	-7,287	Closed	-$291K	–	224
2022 Q3	$291K	Hold	7,287	–	–	0.11%	164
2022 Q2	$295K	Sell	7,287 -221	-3%	-$9.35K	0.11%	172
2022 Q1	$330K	Sell	7,508 -142	-2%	-$6.29K	0.1%	173
2021 Q4	$346K	Sell	7,650 -760	-9%	-$34.4K	0.11%	167
2021 Q3	$384K	Buy	8,410 +30	+0.4%	+$1.37K	0.12%	153
2021 Q2	$386K	Buy	8,380 +130	+2%	+$5.96K	0.13%	157
2021 Q1	$378K	Sell	8,250 -452	-5%	-$20.6K	0.13%	151
2020 Q4	$395K	Buy	8,702 +243	+3%	+$10.9K	0.15%	139
2020 Q3	$372K	Sell	8,459 -9	-0.1%	-$396	0.16%	135
2020 Q2	$363K	Buy	8,468 +574	+7%	+$24.2K	0.16%	123
2020 Q1	$323K	Buy	7,894 +231	+3%	+$10.4K	0.17%	111
2019 Q4	$356K	Sell	7,663 -305	-4%	-$14.1K	0.15%	132
2019 Q3	$370K	Buy	7,968 +136	+2%	+$6.31K	0.16%	129
2019 Q2	$366K	Buy	7,832 +116	+2%	+$5.4K	0.17%	146
2019 Q1	$361K	Sell	7,716 -127	-2%	-$5.86K	0.16%	152
2018 Q4	$350K	Buy	7,843 +126	+2%	+$5.78K	0.17%	147
2018 Q3	$363K	Buy	7,717 +458	+6%	+$21.4K	0.16%	149
2018 Q2	$338K	Buy	7,259 +78	+1%	+$3.65K	0.16%	152
2018 Q1	$336K	Buy	7,181 +323	+5%	+$15.2K	0.16%	153
2017 Q4	$323K	Buy	6,858 +137	+2%	+$6.48K	0.16%	156
2017 Q3	$321K	Buy	+6,721	New	+$320K	0.16%	153
2017 Q1	–	Sell	-7,151	Closed	-$338K	–	200
2016 Q4	$338K	Buy	+7,151	New	+$336K	0.09%	189

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

SignalPoint Asset Management's SHYG Position: Q4 2022 in Review

SignalPoint Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 7,287 shares — an estimated $291K sold.

SignalPoint Asset Management first reported a position in SHYG in Q4 2016 and held it in 22 quarters. The position peaked at $395K in Q4 2020. 568 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

SignalPoint Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
SignalPoint Asset Management sold 7,287 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $291K.
SignalPoint Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and held it in 22 quarters.
SignalPoint Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $395K in Q4 2020.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on SignalPoint Asset Management's 13F filing for Q4 2022, filed 27 Jan 2023.