Simplicity Solutions’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Simplicity Solutions’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 Q4	$303K	Buy	+7,169	New	+$296K	0.01%	840
2023 Q3	–	Sell	-22,995	Closed	-$953K	–	1074
2023 Q2	$953K	Buy	+22,995	New	+$948K	0.03%	473
2021 Q1	–	Sell	-202,713	Closed	-$9.21M	–	898
2020 Q4	$9.21M	Sell	202,713 -210,308	-51%	-$9.4M	0.14%	155
2020 Q3	$18.2M	Buy	413,021 +253,039	+158%	+$11.1M	0.33%	61
2020 Q2	$6.86M	Buy	159,982 +123,557	+339%	+$5.22M	0.14%	145
2020 Q1	$1.49M	Buy	36,425 +7,906	+28%	+$354K	0.05%	265
2019 Q4	$1.32M	Buy	+28,519	New	+$1.32M	0.04%	325
2018 Q4	–	Sell	-6,637	Closed	-$312K	–	767
2018 Q3	$312K	Buy	6,637 +53	+0.8%	+$2.48K	0.02%	363
2018 Q2	$307K	Buy	6,584 +1,316	+25%	+$61.5K	0.02%	352
2018 Q1	$246K	Buy	+5,268	New	+$247K	0.02%	311

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Simplicity Solutions's SHYG Position: Q4 2023 in Review

Simplicity Solutions opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023: 7,169 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in SHYG as recently as Q2 2023.

Simplicity Solutions first reported a position in SHYG in Q1 2018 and has held it in 10 quarters since. The position peaked at $18.2M in Q3 2020. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Simplicity Solutions held 7,169 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $303K as of Q4 2023.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Simplicity Solutions position in Q4 2023.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #840 holding.
Simplicity Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and has held it in 10 quarters since.
Simplicity Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $18.2M in Q3 2020.
503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.