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

Stelac 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
2022 Q3	–	Sell	-7,007	Closed	-$284K	–	167
2022 Q2	$284K	Hold	7,007	–	–	0.11%	123
2022 Q1	$308K	Sell	7,007 -546	-7%	-$24.2K	0.11%	72
2021 Q4	$342K	Hold	7,553	–	–	0.09%	120
2021 Q3	$345K	Buy	7,553 +219	+3%	+$10K	0.09%	155
2021 Q2	$338K	Buy	7,334 +2,948	+67%	+$135K	0.08%	163
2021 Q1	$201K	Hold	4,386	–	–	0.07%	151
2020 Q4	$199K	Hold	4,386	–	–	0.05%	177
2020 Q3	$193K	Hold	4,386	–	–	0.07%	133
2020 Q2	$188K	Hold	4,386	–	–	0.07%	113
2020 Q1	$179K	Hold	4,386	–	–	0.09%	87
2019 Q4	$204K	Hold	4,386	–	–	0.15%	63
2019 Q3	$204K	Hold	4,386	–	–	0.14%	64
2019 Q2	$205K	Hold	4,386	–	–	0.16%	55
2019 Q1	$195K	Hold	4,386	–	–	0.09%	58
2018 Q4	$195K	Buy	+4,386	New	+$201K	0.1%	54

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stelac Advisory Services's SHYG Position: Q3 2022 in Review

Stelac Advisory Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 7,007 shares — an estimated $284K sold.

Stelac Advisory Services first reported a position in SHYG in Q4 2018 and held it in 15 quarters. The position peaked at $345K in Q3 2021. 445 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

Stelac Advisory Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Stelac Advisory Services sold 7,007 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $284K.
Stelac Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
Stelac Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $345K in Q3 2021.
445 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Stelac Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.