Valley National Advisers’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Valley National Advisers’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	-16	Closed	–	–	965
2022 Q4	$0	Buy	+16	New	+$655	﹤0.01%	963
2021 Q3	–	Sell	-75	Closed	-$3K	–	928
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	749
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	703
2020 Q4	$3K	Buy	75 +8	+12%	+$357	﹤0.01%	669
2020 Q3	$3K	Hold	67	–	–	﹤0.01%	632
2020 Q2	$3K	Hold	67	–	–	﹤0.01%	623
2020 Q1	$3K	Buy	+67	New	+$3K	﹤0.01%	612

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

Valley National Advisers's SHYG Position: Q1 2023 in Review

Valley National Advisers sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 16 shares.

Valley National Advisers first reported a position in SHYG in Q1 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Valley National Advisers reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Valley National Advisers sold 16 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023.
Valley National Advisers first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Valley National Advisers's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3K in Q2 2021.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Valley National Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.