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

Kitching 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
2026 Q1	$9.54M	Sell	225,435 -16,213	-7%	-$692K	8.78%	4
2025 Q4	$10.4M	Buy	241,648 +11,048	+5%	+$474K	9.46%	4
2025 Q3	$9.98M	Buy	230,600 +5,577	+2%	+$240K	9.43%	6
2025 Q2	$9.71M	Buy	225,023 +10,384	+5%	+$439K	9.85%	5
2025 Q1	$9.13M	Sell	214,639 -607	-0.3%	-$26K	10.5%	4
2024 Q4	$9.17M	Buy	215,246 +1,508	+0.7%	+$64.8K	11.73%	3
2024 Q3	$9.28M	Buy	213,738 +31,867	+18%	+$1.36M	12.43%	3
2024 Q2	$7.67M	Buy	181,871 +8,183	+5%	+$345K	13.96%	3
2024 Q1	$7.39M	Buy	173,688 +2,438	+1%	+$103K	14.03%	3
2023 Q4	$7.23M	Buy	+171,250	New	+$7.06M	14.53%	3

Other funds holding SHYG

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return