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

U.S. 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 Q4	–	Sell	-5,570	Closed	-$229K	–	691
2023 Q3	$229K	Sell	5,570 -124	-2%	-$5.12K	0.01%	569
2023 Q2	$236K	Buy	+5,694	New	+$235K	0.01%	588
2023 Q1	–	Sell	-421	Closed	-$17.2K	–	1375
2022 Q4	$17.2K	Buy	+421	New	+$17.2K	﹤0.01%	1140
2022 Q3	–	Sell	-8,851	Closed	-$359K	–	676
2022 Q2	$359K	Buy	+8,851	New	+$374K	0.02%	529

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

U.S. Capital Wealth Advisors's SHYG Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 5,570 shares — an estimated $229K sold.

U.S. Capital Wealth Advisors first reported a position in SHYG in Q2 2022 and held it in 4 quarters. The position peaked at $359K in Q2 2022. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

U.S. Capital Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,570 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $229K.
U.S. Capital Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
U.S. Capital Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $359K in Q2 2022.
503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.