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

United Maritime Capital’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	$215K	Hold	5,383	–	–	1.41%	15
2022 Q2	$218K	Sell	5,383 -1,000	-16%	-$42.3K	1.99%	16
2022 Q1	$281K	Sell	6,383 -13,000	-67%	-$576K	0.77%	25
2021 Q4	$878K	Sell	19,383 -4,500	-19%	-$204K	1.01%	19
2021 Q3	$1.09M	Buy	23,883 +5,500	+30%	+$252K	1.21%	18
2021 Q2	$847K	Sell	18,383 -17,667	-49%	-$810K	0.64%	29
2021 Q1	$1.65M	Sell	36,050 -1,530	-4%	-$69.6K	1.36%	17
2020 Q4	$1.71M	Buy	+37,580	New	+$1.68M	1.48%	15

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

United Maritime Capital's SHYG Position: Q3 2022 in Review

United Maritime Capital held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2022 at 5,383 shares worth $215K. The position accounts for 1.41% of the portfolio, ranked #15.

United Maritime Capital first reported a position in SHYG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2020. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

United Maritime Capital held 5,383 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $215K as of Q3 2022.
United Maritime Capital left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q3 2022.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.41% of United Maritime Capital's portfolio in Q3 2022, its #15 holding.
United Maritime Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
United Maritime Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.71M in Q4 2020.
446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on United Maritime Capital's 13F filing for Q3 2022, filed 10 Nov 2022.