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Arcadia Wealth Management (New Hampshire)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
-5,363
Closed -$219K – 63
2022
Q4 		$219K Buy
+5,363
New +$219K 0.19% 56

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BlackRock
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Envestnet Asset Management
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JSTA
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AssetMark Inc
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LMGAM
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Jane Street
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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

Arcadia Wealth Management (New Hampshire)'s SHYG Position: Q1 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 5,363 shares — an estimated $219K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 5,363 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $219K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Arcadia Wealth Management (New Hampshire)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $219K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2023, filed 20 Apr 2023.