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

Cypress Wealth Services’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	-5,544	Closed	-$227K	–	253
2023 Q3	$227K	Sell	5,544 -567	-9%	-$23.4K	0.06%	212
2023 Q2	$254K	Sell	6,111 -1,888	-24%	-$77.8K	0.07%	203
2023 Q1	$333K	Sell	7,999 -31,993	-80%	-$1.32M	0.1%	169
2022 Q4	$1.64M	Buy	+39,992	New	+$1.64M	0.53%	46
2022 Q1	–	Sell	-12,622	Closed	-$572K	–	255
2021 Q4	$572K	Sell	12,622 -8,460	-40%	-$383K	0.16%	104
2021 Q3	$963K	Sell	21,082 -6,606	-24%	-$302K	0.29%	70
2021 Q2	$1.27M	Sell	27,688 -12,308	-31%	-$564K	0.35%	62
2021 Q1	$1.83M	Sell	39,996 -48,199	-55%	-$2.19M	0.38%	58
2020 Q4	$4.01M	Buy	+88,195	New	+$3.94M	0.9%	32
2020 Q3	–	Sell	-67,177	Closed	-$2.95M	–	462
2020 Q2	$2.88M	Buy	67,177 +21,728	+48%	+$918K	0.69%	46
2020 Q1	$1.86M	Buy	+45,449	New	+$2.04M	0.55%	55

Other funds holding SHYG

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

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

JSTA

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

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

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

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

Cypress Wealth Services's SHYG Position: Q4 2023 in Review

Cypress Wealth Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 5,544 shares — an estimated $227K sold.

Cypress Wealth Services first reported a position in SHYG in Q1 2020 and held it in 11 quarters. The position peaked at $4.01M in Q4 2020. 504 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Cypress Wealth Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cypress Wealth Services sold 5,544 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $227K.
Cypress Wealth Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Cypress Wealth Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.01M in Q4 2020.
504 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.