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

FAS Wealth 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	-74	Closed	-$3.07K	–	431
2023 Q2	$3.07K	Sell	74 -1,264	-94%	-$52.1K	﹤0.01%	385
2023 Q1	$55.8K	Buy	1,338 +15	+1%	+$621	0.01%	323
2022 Q4	$54.1K	Buy	+1,323	New	+$54.1K	0.01%	320
2020 Q1	–	Sell	-1,093	Closed	-$51K	–	321
2019 Q4	$51K	Buy	+1,093	New	+$50.5K	0.01%	228

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

FAS Wealth Partners's SHYG Position: Q3 2023 in Review

FAS Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 74 shares — an estimated $3.07K sold.

FAS Wealth Partners first reported a position in SHYG in Q4 2019 and held it in 4 quarters. The position peaked at $55.8K in Q1 2023. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

FAS Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
FAS Wealth Partners sold 74 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $3.07K.
FAS Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
FAS Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $55.8K in Q1 2023.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on FAS Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.