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

Baystate Wealth Management’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	-36,728	Closed	-$1.5M	–	1073
2022 Q4	$1.5M	Buy	36,728 +36,655	+50,212%	+$1.5M	0.14%	71
2022 Q3	$3K	Sell	73 -80	-52%	-$3.31K	﹤0.01%	715
2022 Q2	$6K	Buy	+153	New	+$6.47K	﹤0.01%	652
2021 Q4	–	Sell	-40	Closed	-$2K	–	956
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	702
2021 Q2	$2K	Buy	+40	New	+$1.83K	﹤0.01%	673
2021 Q1	–	Sell	-1,587	Closed	-$72K	–	817
2020 Q4	$72K	Buy	1,587 +1,573	+11,236%	+$70.3K	0.01%	215
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	610
2020 Q2	$1K	Buy	+14	New	+$591	﹤0.01%	623

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Baystate Wealth Management's SHYG Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 36,728 shares — an estimated $1.5M sold.

Baystate Wealth Management first reported a position in SHYG in Q2 2020 and held it in 8 quarters. The position peaked at $1.5M in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Baystate Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 36,728 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.5M.
Baystate Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Baystate Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.5M 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 Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.