VWM
SHYG icon

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

Valley Wealth Managers’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
-207
Closed -$8K – 487
2022
Q2 		$8K Buy
+207
New +$8.76K ﹤0.01% 340

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

Valley Wealth Managers's SHYG Position: Q3 2022 in Review

Valley Wealth Managers sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 207 shares — an estimated $8K sold.

Valley Wealth Managers first reported a position in SHYG in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

  • Valley Wealth Managers reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 207 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $8K.
  • Valley Wealth Managers first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Valley Wealth Managers's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8K in Q2 2022.
  • 446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

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