ZIG
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Zullo Investment Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Zullo Investment Group’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
-21
Closed -$859 – 603
2022
Q4 		$859 Hold
21
– – ﹤0.01% 736
2022
Q3 		$1K Sell
21
-8
-28% -$331 ﹤0.01% 746
2022
Q2 		$1K Hold
29
– – ﹤0.01% 761
2022
Q1 		$1K Sell
29
-250
-90% -$11.1K ﹤0.01% 781
2021
Q4 		$13K Buy
+279
New +$12.6K 0.01% 491

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Zullo Investment Group's SHYG Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 21 shares — an estimated $859 sold.

Zullo Investment Group first reported a position in SHYG in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 21 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $859.
  • Zullo Investment Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $13K in Q4 2021.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.