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

Veracity 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
2023 Q1	–	Sell	-8,086	Closed	-$331K	–	217
2022 Q4	$331K	Buy	+8,086	New	+$331K	0.16%	134
2021 Q1	–	Sell	-13,042	Closed	-$593K	–	250
2020 Q4	$593K	Sell	13,042 -679	-5%	-$30.3K	0.31%	100
2020 Q3	$603K	Buy	13,721 +629	+5%	+$27.6K	0.34%	89
2020 Q2	$562K	Sell	13,092 -273	-2%	-$11.5K	0.32%	89
2020 Q1	$546K	Buy	+13,365	New	+$599K	0.16%	104

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

Veracity Capital's SHYG Position: Q1 2023 in Review

Veracity Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 8,086 shares — an estimated $331K sold.

Veracity Capital first reported a position in SHYG in Q1 2020 and held it in 5 quarters. The position peaked at $603K in Q3 2020. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Veracity Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Veracity Capital sold 8,086 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $331K.
Veracity Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Veracity Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $603K in Q3 2020.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Veracity Capital's 13F filing for Q1 2023, filed 6 Apr 2023.