TCWA
SHYG icon

Ten Capital Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Ten Capital Wealth 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
-8
Closed -$327 – 649
2022
Q4 		$327 Buy
+8
New +$327 ﹤0.01% 548

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Ten Capital Wealth Advisors's SHYG Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 8 shares — an estimated $327 sold.

Ten Capital Wealth Advisors first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $327 in Q4 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 8 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $327.
  • Ten Capital Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $327 in Q4 2022.
  • 501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.