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

Axa’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 Q3	–	Sell	-30,265	Closed	-$1.25M	–	1150
2023 Q2	$1.25M	Hold	30,265	–	–	﹤0.01%	800
2023 Q1	$1.26M	Hold	30,265	–	–	﹤0.01%	836
2022 Q4	$1.24M	Hold	30,265	–	–	﹤0.01%	851
2022 Q3	$1.21M	Hold	30,265	–	–	﹤0.01%	832
2022 Q2	$1.23M	Hold	30,265	–	–	﹤0.01%	849
2022 Q1	$1.33M	Buy	30,265 +220	+0.7%	+$9.74K	﹤0.01%	906
2021 Q4	$1.36M	Hold	30,045	–	–	﹤0.01%	910
2021 Q3	$1.37M	Buy	30,045 +73	+0.2%	+$3.34K	﹤0.01%	933
2021 Q2	$1.38M	Sell	29,972 -6,306	-17%	-$289K	﹤0.01%	946
2021 Q1	$1.66M	Hold	36,278	–	–	0.01%	879
2020 Q4	$1.65M	Hold	36,278	–	–	0.01%	883
2020 Q3	$1.59M	Buy	36,278 +5,678	+19%	+$250K	0.01%	854
2020 Q2	$1.31M	Buy	+30,600	New	+$1.29M	0.01%	897

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

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

Axa's SHYG Position: Q3 2023 in Review

Axa sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 30,265 shares — an estimated $1.25M sold.

Axa first reported a position in SHYG in Q2 2020 and held it in 13 quarters. The position peaked at $1.66M in Q1 2021. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

Axa reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Axa sold 30,265 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $1.25M.
Axa first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 13 quarters.
Axa's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.66M in Q1 2021.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Axa's 13F filing for Q3 2023, filed 14 Nov 2023.