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

Blue Chip 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
2023 Q3	–	Sell	-140,688	Closed	-$5.83M	–	189
2023 Q2	$5.83M	Buy	140,688 +7,063	+5%	+$291K	0.66%	40
2023 Q1	$5.57M	Buy	133,625 +19,055	+17%	+$789K	0.66%	41
2022 Q4	$4.68M	Sell	114,570 -9,084	-7%	-$372K	0.58%	41
2022 Q3	$4.94M	Buy	123,654 +15,181	+14%	+$628K	0.68%	40
2022 Q2	$4.4M	Buy	+108,473	New	+$4.59M	0.56%	42

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $25.9B AUM 26.38% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Blue Chip Partners's SHYG Position: Q3 2023 in Review

Blue Chip Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 140,688 shares — an estimated $5.83M sold.

Blue Chip Partners first reported a position in SHYG in Q2 2022 and held it in 5 quarters. The position peaked at $5.83M in Q2 2023. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

Blue Chip Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Blue Chip Partners sold 140,688 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $5.83M.
Blue Chip Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
Blue Chip Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.83M in Q2 2023.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Blue Chip Partners's 13F filing for Q3 2023, filed 30 Oct 2023.