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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
2020
Q4 		– Sell
-78,216
Closed -$3.44M – 474
2020
Q3 		$3.44M Buy
+78,216
New +$3.44M 0.88% 32

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Empower Advisory Group
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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
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.