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

Spectrum Management 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 Q3	$46K	Buy	1,154 +460	+66%	+$19K	0.01%	147
2022 Q2	$28K	Hold	694	–	–	0.01%	156
2022 Q1	$31K	Hold	694	–	–	﹤0.01%	177
2021 Q4	$31K	Hold	694	–	–	﹤0.01%	173
2021 Q3	$32K	Hold	694	–	–	0.01%	213
2021 Q2	$32K	Hold	694	–	–	0.01%	169
2021 Q1	$32K	Sell	694 -57,978	-99%	-$2.64M	0.01%	162
2020 Q4	$2.67M	Buy	58,672 +2,168	+4%	+$96.9K	0.56%	59
2020 Q3	$2.48M	Buy	56,504 +4,171	+8%	+$183K	0.58%	52
2020 Q2	$2.25M	Buy	52,333 +2,842	+6%	+$120K	0.57%	57
2020 Q1	$2.02M	Buy	+49,491	New	+$2.22M	0.68%	46

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Spectrum Management Group's SHYG Position: Q3 2022 in Review

Spectrum Management Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 66% in Q3 2022, buying an estimated $19K and bringing the position to 1,154 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #147.

Spectrum Management Group first reported a position in SHYG in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2020. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

Spectrum Management Group held 1,154 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $46K as of Q3 2022.
Spectrum Management Group bought 460 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $19K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Spectrum Management Group's portfolio in Q3 2022, its #147 holding.
Spectrum Management Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Spectrum Management Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.67M in Q4 2020.
446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.