Teamwork Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Teamwork Financial Advisors’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	-5,510	Closed	-$225K	–	206
2022 Q4	$225K	Buy	+5,510	New	+$225K	0.05%	177
2021 Q1	–	Sell	-11,945	Closed	-$543K	–	247
2020 Q4	$543K	Sell	11,945 -2,402	-17%	-$107K	0.13%	117
2020 Q3	$631K	Buy	14,347 +5,886	+70%	+$259K	0.2%	101
2020 Q2	$363K	Buy	+8,461	New	+$357K	0.13%	133

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.15B AUM 29.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Teamwork Financial Advisors's SHYG Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 5,510 shares — an estimated $225K sold.

Teamwork Financial Advisors first reported a position in SHYG in Q2 2020 and held it in 4 quarters. The position peaked at $631K in Q3 2020. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Teamwork Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 5,510 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $225K.
Teamwork Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Teamwork Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $631K in Q3 2020.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.