Cary Street Partners Investment Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-700	Closed	-$28.7K	–	1618
2023 Q3	$28.7K	Hold	700	–	–	﹤0.01%	1009
2023 Q2	$29K	Hold	700	–	–	﹤0.01%	950
2023 Q1	$29.2K	Hold	700	–	–	﹤0.01%	871
2022 Q4	$28.6K	Buy	+700	New	+$28.6K	﹤0.01%	870
2020 Q4	–	Sell	-700	Closed	-$31K	–	776
2020 Q3	$31K	Buy	+700	New	+$30.8K	0.01%	574

Other funds holding SHYG

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

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

JSTA

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Cary Street Partners Investment Advisory's SHYG Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 700 shares — an estimated $28.7K sold.

Cary Street Partners Investment Advisory first reported a position in SHYG in Q3 2020 and held it in 5 quarters. The position peaked at $31K in Q3 2020. 504 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 700 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $28.7K.
Cary Street Partners Investment Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $31K in Q3 2020.
504 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.