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Strategic Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Strategic Asset 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
Q3 		$53K Sell
1,336
-77
-5% -$3.18K 0.09% 143
2022
Q2 		$57K Sell
1,413
-11
-0.8% -$465 0.09% 143
2022
Q1 		$63K Buy
1,424
+37
+3% +$1.64K 0.09% 136
2021
Q4 		$63K Sell
1,387
-699
-34% -$31.7K 0.09% 134
2021
Q3 		$95K Buy
+2,086
New +$95.4K 0.13% 101

Other funds holding SHYG

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Asset Management's SHYG Position: Q3 2022 in Review

Strategic Asset Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.4% in Q3 2022, selling an estimated $3.18K and leaving 1,336 shares worth $53K. The position accounts for 0.09% of the portfolio, ranked #143.

Strategic Asset Management first reported a position in SHYG in Q3 2021 and has held it in 5 quarters since. The position peaked at $95K in Q3 2021. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

  • Strategic Asset Management held 1,336 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $53K as of Q3 2022.
  • Strategic Asset Management sold 77 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $3.18K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Strategic Asset Management's portfolio in Q3 2022, its #143 holding.
  • Strategic Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $95K in Q3 2021.
  • 446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.