Stone House Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Stone House Investment Management’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	-148,563	Closed	-$6.07M	–	315
2022 Q4	$6.07M	Buy	+148,563	New	+$6.08M	2.17%	13
2021 Q2	–	Sell	-83,699	Closed	-$3.8M	–	47
2021 Q1	$3.8M	Hold	83,699	–	–	1.92%	16
2020 Q4	$3.8M	Buy	83,699 +3,128	+4%	+$140K	1.92%	16
2020 Q3	$3.54M	Buy	80,571 +1,839	+2%	+$80.8K	1.43%	22
2020 Q2	$3.38M	Buy	78,732 +38,899	+98%	+$1.64M	1.69%	19
2020 Q1	$1.63M	Buy	+39,833	New	+$1.78M	0.95%	21

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 $424B AUM 22.96% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Stone House Investment Management's SHYG Position: Q1 2023 in Review

Stone House Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 148,563 shares — an estimated $6.07M sold.

Stone House Investment Management first reported a position in SHYG in Q1 2020 and held it in 6 quarters. The position peaked at $6.07M in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Stone House Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Stone House Investment Management sold 148,563 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $6.07M.
Stone House Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Stone House Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.07M in Q4 2022.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Stone House Investment Management's 13F filing for Q1 2023, filed 26 Apr 2023.