Keystone Financial Services (Colorado)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Keystone Financial Services (Colorado)’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	-27,574	Closed	-$1.16M	–	83
2022 Q4	$1.16M	Sell	27,574 -56,534	-67%	-$2.31M	0.62%	18
2022 Q3	$3.46M	Buy	+84,108	New	+$3.48M	2.01%	10

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Keystone Financial Services (Colorado)'s SHYG Position: Q1 2023 in Review

Keystone Financial Services (Colorado) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 27,574 shares — an estimated $1.16M sold.

Keystone Financial Services (Colorado) first reported a position in SHYG in Q3 2022 and held it in 2 quarters. The position peaked at $3.46M in Q3 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Keystone Financial Services (Colorado) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 27,574 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.16M.
Keystone Financial Services (Colorado) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
Keystone Financial Services (Colorado)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.46M in Q3 2022.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2023, filed 28 Apr 2023.