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

Stephens Consulting’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
Q2 		– Sell
-846
Closed -$37.2K – 568
2022
Q1 		$37.2K Buy
+846
New +$37.5K 0.03% 217

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BlackRock
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TC
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Commonwealth Equity Services
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's SHYG Position: Q2 2022 in Review

Stephens Consulting sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 846 shares — an estimated $37.2K sold.

Stephens Consulting first reported a position in SHYG in Q1 2022 and held it in 1 quarter. The position peaked at $37.2K in Q1 2022. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

  • Stephens Consulting reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Stephens Consulting sold 846 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $37.2K.
  • Stephens Consulting first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Stephens Consulting's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $37.2K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Stephens Consulting's 13F filing for Q2 2022, filed 20 Jan 2023.