XF
SHYG icon

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

XML Financial’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
Q2 		– Sell
-4,741
Closed -$208K – 321
2022
Q1 		$208K Buy
4,741
+36
+0.8% +$1.59K 0.02% 305
2021
Q4 		$213K Sell
4,705
-1,873
-28% -$84.9K 0.03% 297
2021
Q3 		$301K Buy
6,578
+74
+1% +$3.38K 0.04% 248
2021
Q2 		$300K Sell
6,504
-417
-6% -$19.1K 0.07% 174
2021
Q1 		$317K Buy
6,921
+57
+0.8% +$2.6K 0.08% 164
2020
Q4 		$312K Sell
6,864
-1,520
-18% -$67.9K 0.08% 159
2020
Q3 		$368K Buy
8,384
+107
+1% +$4.7K 0.11% 134
2020
Q2 		$355K Buy
8,277
+114
+1% +$4.82K 0.12% 129
2020
Q1 		$334K Buy
+8,163
New +$366K 0.14% 109

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return