Spectrum Planning & Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Spectrum Planning & Advisory Services’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	-34,204	Closed	-$1.4M	–	46
2022 Q4	$1.4M	Buy	+34,204	New	+$1.4M	1.91%	13
2021 Q1	–	Sell	-56,230	Closed	-$2.56M	–	49
2020 Q4	$2.56M	Buy	+56,230	New	+$2.51M	2.75%	13

Other funds holding SHYG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JSTA

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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

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

Spectrum Planning & Advisory Services's SHYG Position: Q1 2023 in Review

Spectrum Planning & Advisory Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 34,204 shares — an estimated $1.4M sold.

Spectrum Planning & Advisory Services first reported a position in SHYG in Q4 2020 and held it in 2 quarters. The position peaked at $2.56M in Q4 2020. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Spectrum Planning & Advisory Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 34,204 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.4M.
Spectrum Planning & Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
Spectrum Planning & Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.56M in Q4 2020.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2023, filed 18 Apr 2023.