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Vista Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Vista Investment Management’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
-5,945
Closed -$244K – 171
2023
Q3 		$244K Sell
5,945
-656
-10% -$27.1K 0.13% 146
2023
Q2 		$274K Sell
6,601
-7,048
-52% -$290K 0.14% 144
2023
Q1 		$569K Sell
13,649
-13,934
-51% -$577K 0.3% 105
2022
Q4 		$1.13M Sell
27,583
-2,999
-10% -$123K 0.64% 54
2022
Q3 		$1.22M Sell
30,582
-905
-3% -$37.4K 0.75% 39
2022
Q2 		$1.28M Sell
31,487
-1,934
-6% -$81.8K 0.77% 39
2022
Q1 		$1.47M Sell
33,421
-1,355
-4% -$60K 0.8% 38
2021
Q4 		$1.57M Buy
34,776
+848
+2% +$38.4K 0.85% 35
2021
Q3 		$1.55M Buy
33,928
+966
+3% +$44.2K 0.91% 32
2021
Q2 		$1.52M Buy
32,962
+524
+2% +$24K 0.9% 36
2021
Q1 		$1.49M Sell
32,438
-1,515
-4% -$69K 0.93% 34
2020
Q4 		$1.54M Sell
33,953
-1,099
-3% -$49.1K 1.03% 31
2020
Q3 		$1.54M Sell
35,052
-2,868
-8% -$126K 1.18% 27
2020
Q2 		$1.63M Sell
37,920
-1,405
-4% -$59.4K 1.4% 19
2020
Q1 		$1.61M Sell
39,325
-589
-1% -$26.4K 1.64% 17
2019
Q4 		$1.85M Sell
39,914
-57
-0.1% -$2.63K 1.39% 22
2019
Q3 		$1.86M Sell
39,971
-895
-2% -$41.6K 1.53% 18
2019
Q2 		$1.91M Buy
40,866
+314
+0.8% +$14.6K 1.61% 15
2019
Q1 		$1.89M Sell
40,552
-4,477
-10% -$207K 1.66% 14
2018
Q4 		$2.01M Sell
45,029
-9,765
-18% -$448K 2.07% 6
2018
Q3 		$2.58M Buy
54,794
+968
+2% +$45.3K 2.28% 3
2018
Q2 		$2.51M Buy
53,826
+7,773
+17% +$363K 2.45% 2
2018
Q1 		$2.15M Buy
46,053
+13,282
+41% +$623K 2.26% 3
2017
Q4 		$1.54M Buy
+32,771
New +$1.55M 1.61% 16

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Empower Advisory Group
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Vista Investment Management's SHYG Position: Q4 2023 in Review

Vista Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 5,945 shares — an estimated $244K sold.

Vista Investment Management first reported a position in SHYG in Q4 2017 and held it in 24 quarters. The position peaked at $2.58M in Q3 2018. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • Vista Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Vista Investment Management sold 5,945 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $244K.
  • Vista Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 24 quarters.
  • Vista Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.58M in Q3 2018.
  • 503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Vista Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.