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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$1.87M Buy
42,544
+400
+0.9% +$17.7K 0.68% 39
2021
Q4
$1.91M Buy
42,144
+17,450
+71% +$791K 0.64% 45
2021
Q3
$1.13M Buy
24,694
+12,373
+100% +$566K 0.42% 58
2021
Q2
$568K Buy
+12,321
New +$565K 0.21% 95

Other funds holding SHYG

Winfield Associates's SHYG Position: Q1 2022 in Review

Winfield Associates increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.95% in Q1 2022, buying an estimated $17.7K and bringing the position to 42,544 shares worth $1.87M. The position accounts for 0.68% of the portfolio, ranked #39.

Winfield Associates first reported a position in SHYG in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.91M in Q4 2021. 450 funds tracked by Wall St. Rank hold SHYG as of Q1 2022.

  • Winfield Associates held 42,544 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.87M as of Q1 2022.
  • Winfield Associates bought 400 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2022, an estimated $17.7K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.68% of Winfield Associates's portfolio in Q1 2022, its #39 holding.
  • Winfield Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • Winfield Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.91M in Q4 2021.
  • 450 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.