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Cedar Brook Financial Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cedar Brook Financial 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
-8,018
Closed -$332K – 417
2023
Q2 		$332K Buy
8,018
+483
+6% +$19.9K 0.08% 259
2023
Q1 		$314K Buy
+7,535
New +$312K 0.08% 261
2022
Q4 		– Sell
-7,944
Closed -$317K – 387
2022
Q3 		$317K Buy
7,944
+8
+0.1% +$331 0.1% 232
2022
Q2 		$322K Buy
7,936
+439
+6% +$18.6K 0.1% 228
2022
Q1 		$330K Sell
7,497
-230
-3% -$10.2K 0.09% 256
2021
Q4 		$350K Buy
7,727
+802
+12% +$36.4K 0.09% 244
2021
Q3 		$316K Sell
6,925
-1,537
-18% -$70.3K 0.09% 237
2021
Q2 		$390K Buy
8,462
+3,379
+66% +$155K 0.11% 215
2021
Q1 		$233K Buy
+5,083
New +$231K 0.08% 279

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JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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Commonwealth Equity Services
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Cedar Brook Financial Partners's SHYG Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 8,018 shares — an estimated $332K sold.

Cedar Brook Financial Partners first reported a position in SHYG in Q1 2021 and held it in 9 quarters. The position peaked at $390K in Q2 2021. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

  • Cedar Brook Financial Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 8,018 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $332K.
  • Cedar Brook Financial Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
  • Cedar Brook Financial Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $390K in Q2 2021.
  • 468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.