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

Tradewinds 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
2022
Q3 		– Sell
-100
Closed -$4K – 492
2022
Q2 		$4K Buy
+100
New +$4.23K ﹤0.01% 296
2018
Q1 		– Sell
-65
Closed -$3K – 705
2017
Q4 		$3K Buy
+65
New +$3.08K ﹤0.01% 560

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

Tradewinds Capital Management's SHYG Position: Q3 2022 in Review

Tradewinds Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Tradewinds Capital Management first reported a position in SHYG in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

  • Tradewinds Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Tradewinds Capital Management sold 100 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $4K.
  • Tradewinds Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Tradewinds Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4K in Q2 2022.
  • 446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Tradewinds Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.