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Waddell & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Waddell & Associates’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
-7,050
Closed -$286K – 149
2022
Q2 		$286K Buy
7,050
+1,365
+24% +$57.7K 0.06% 105
2022
Q1 		$250K Hold
5,685
– – 0.04% 110
2021
Q4 		$258K Buy
+5,685
New +$258K 0.04% 104
2020
Q4 		– Sell
-6,695
Closed -$294K – 29
2020
Q3 		$294K Buy
+6,695
New +$294K 0.08% 27

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

Waddell & Associates's SHYG Position: Q3 2022 in Review

Waddell & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 7,050 shares — an estimated $286K sold.

Waddell & Associates first reported a position in SHYG in Q3 2020 and held it in 4 quarters. The position peaked at $294K in Q3 2020. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

  • Waddell & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Waddell & Associates sold 7,050 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $286K.
  • Waddell & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
  • Waddell & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $294K in Q3 2020.
  • 446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on Waddell & Associates's 13F filing for Q3 2022, filed 2 Nov 2022.