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

TRUE Private 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	-27,026	Closed	-$1.11M	–	248
2022 Q4	$1.11M	Buy	+27,026	New	+$1.11M	0.17%	68
2021 Q1	–	Sell	-16,354	Closed	-$743K	–	615
2020 Q4	$743K	Sell	16,354 -6,193	-27%	-$277K	0.12%	93
2020 Q3	$990K	Sell	22,547 -6,985	-24%	-$307K	0.17%	76
2020 Q2	$1.27M	Buy	29,532 +3,891	+15%	+$164K	0.23%	68
2020 Q1	$1.05M	Buy	+25,641	New	+$1.15M	0.22%	63

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

TRUE Private Wealth Advisors's SHYG Position: Q1 2023 in Review

TRUE Private Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 27,026 shares — an estimated $1.11M sold.

TRUE Private Wealth Advisors first reported a position in SHYG in Q1 2020 and held it in 5 quarters. The position peaked at $1.27M in Q2 2020. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

TRUE Private 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.
TRUE Private Wealth Advisors sold 27,026 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.11M.
TRUE Private Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
TRUE Private Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.27M in Q2 2020.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.