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

TrinityPoint Wealth’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
-33,295
Closed -$1.35M – 293
2022
Q2 		$1.35M Sell
33,295
-454
-1% -$19.2K 0.3% 80
2022
Q1 		$1.48M Buy
+33,749
New +$1.49M 0.27% 82

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

TrinityPoint Wealth's SHYG Position: Q3 2022 in Review

TrinityPoint Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 33,295 shares — an estimated $1.35M sold.

TrinityPoint Wealth first reported a position in SHYG in Q1 2022 and held it in 2 quarters. The position peaked at $1.48M in Q1 2022. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

  • TrinityPoint Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 33,295 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $1.35M.
  • TrinityPoint Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • TrinityPoint Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.48M in Q1 2022.
  • 446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on TrinityPoint Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.