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

Keystone 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 Q2	–	Sell	-26,710	Closed	-$1.11M	–	210
2023 Q1	$1.11M	Sell	26,710 -15,218	-36%	-$630K	0.46%	54
2022 Q4	$1.71M	Buy	+41,928	New	+$1.72M	0.75%	31
2022 Q3	–	Sell	-6,209	Closed	-$252K	–	174
2022 Q2	$252K	Buy	6,209 +450	+8%	+$19K	0.11%	143
2022 Q1	$253K	Sell	5,759 -208	-3%	-$9.21K	0.1%	154
2021 Q4	$270K	Buy	+5,967	New	+$270K	0.11%	141

Other funds holding SHYG

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

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

JSTA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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

Keystone Wealth Services's SHYG Position: Q2 2023 in Review

Keystone Wealth Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 26,710 shares — an estimated $1.11M sold.

Keystone Wealth Services first reported a position in SHYG in Q4 2021 and held it in 5 quarters. The position peaked at $1.71M in Q4 2022. 490 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

Keystone Wealth Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Keystone Wealth Services sold 26,710 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $1.11M.
Keystone Wealth Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Keystone Wealth Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.71M in Q4 2022.
490 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Keystone Wealth Services's 13F filing for Q2 2023, filed 20 Jul 2023.