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Hoxton Planning & Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Hoxton Planning & Management’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
Q1 		– Sell
-60,209
Closed -$2.46M – 171
2022
Q4 		$2.46M Buy
+60,209
New +$2.46M 1.31% 14

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Hoxton Planning & Management's SHYG Position: Q1 2023 in Review

Hoxton Planning & Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 60,209 shares — an estimated $2.46M sold.

Hoxton Planning & Management first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $2.46M in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Hoxton Planning & Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 60,209 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $2.46M.
  • Hoxton Planning & Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Hoxton Planning & Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.46M in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Hoxton Planning & Management's 13F filing for Q1 2023, filed 15 May 2023.