Smart Money Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Smart Money Group’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	-15,974	Closed	-$724K	–	69
2021 Q4	$724K	Sell	15,974 -2,111	-12%	-$95.7K	0.46%	40
2021 Q3	$826K	Buy	18,085 +4,670	+35%	+$214K	0.6%	37
2021 Q2	$575K	Sell	13,415 -3,825	-22%	-$175K	0.66%	24
2021 Q1	$790K	Buy	17,240 +1,621	+10%	+$73.8K	0.66%	35
2020 Q4	$710K	Sell	15,619 -52,920	-77%	-$2.36M	0.6%	30
2020 Q3	$3.01M	Buy	68,539 +6,538	+11%	+$287K	1.3%	31
2020 Q2	$2.66M	Buy	62,001 +2,472	+4%	+$104K	1.57%	21
2020 Q1	$2.43M	Buy	59,529 +47,175	+382%	+$2.11M	1.71%	17
2019 Q4	$573K	Buy	+12,354	New	+$571K	0.34%	55
2019 Q1	–	Sell	-9,954	Closed	-$443K	–	76
2018 Q4	$443K	Buy	+9,954	New	+$457K	0.46%	42

Other funds holding SHYG

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Smart Money Group's SHYG Position: Q1 2022 in Review

Smart Money Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2022, closing a stake of 15,974 shares — an estimated $724K sold.

Smart Money Group first reported a position in SHYG in Q4 2018 and held it in 10 quarters. The position peaked at $3.01M in Q3 2020. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

Smart Money Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Smart Money Group sold 15,974 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $724K.
Smart Money Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Smart Money Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.01M in Q3 2020.
450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Smart Money Group's 13F filing for Q1 2022, filed 22 Apr 2022.