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

Advisor Partners’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	-4,787	Closed	-$210K	–	889
2022 Q1	$210K	Sell	4,787 -13	-0.3%	-$576	0.01%	817
2021 Q4	$218K	Buy	4,800 +372	+8%	+$16.9K	0.01%	789
2021 Q3	$202K	Buy	+4,428	New	+$203K	0.01%	770

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Partners's SHYG Position: Q2 2022 in Review

Advisor Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 4,787 shares — an estimated $210K sold.

Advisor Partners first reported a position in SHYG in Q3 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2021. 456 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

Advisor Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Advisor Partners sold 4,787 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $210K.
Advisor Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
Advisor Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $218K in Q4 2021.
456 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.