Straight Path Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Straight Path Wealth 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
2022 Q4	–	Sell	-34,707	Closed	-$1.39M	–	73
2022 Q3	$1.39M	Sell	34,707 -1,599	-4%	-$66.1K	1.24%	20
2022 Q2	$1.47M	Sell	36,306 -1,096	-3%	-$46.4K	1.44%	19
2022 Q1	$1.64M	Buy	37,402 +2,033	+6%	+$90K	1.39%	17
2021 Q4	$1.6M	Buy	+35,369	New	+$1.6M	1.4%	15

Other funds holding SHYG

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

PCA

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Straight Path Wealth Management's SHYG Position: Q4 2022 in Review

Straight Path Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2022, closing a stake of 34,707 shares — an estimated $1.39M sold.

Straight Path Wealth Management first reported a position in SHYG in Q4 2021 and held it in 4 quarters. The position peaked at $1.64M in Q1 2022. 569 funds tracked by Wall St. Rank hold SHYG as of Q4 2022.

Straight Path Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Straight Path Wealth Management sold 34,707 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.39M.
Straight Path Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Straight Path Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.64M in Q1 2022.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2022.

Based on Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.