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

TD Capital 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
2021 Q4	–	Sell	-21	Closed	-$1K	–	395
2021 Q3	$1K	Buy	+21	New	+$961	﹤0.01%	356
2020 Q2	–	Sell	-1	Closed	–	–	285
2020 Q1	$0	Sell	1 -545	-100%	-$24.4K	﹤0.01%	275
2019 Q4	$25K	Buy	+546	New	+$25.2K	﹤0.01%	145

Other funds holding SHYG

PCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Capital Management's SHYG Position: Q4 2021 in Review

TD Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 21 shares — an estimated $1K sold.

TD Capital Management first reported a position in SHYG in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 457 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

TD Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
TD Capital Management sold 21 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $1K.
TD Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
TD Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $25K in Q4 2019.
457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on TD Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.