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

Lumature 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 Q2	$11.8K	Hold	284	–	–	0.01%	303
2023 Q1	$11.8K	Hold	284	–	–	0.01%	297
2022 Q4	$11.6K	Sell	284 -332	-54%	-$13.6K	0.01%	298
2022 Q3	$25K	Sell	616 -131	-18%	-$5.42K	0.01%	268
2022 Q2	$30K	Hold	747	–	–	0.01%	262
2022 Q1	$33K	Sell	747 -80	-10%	-$3.54K	0.01%	282
2021 Q4	$37K	Sell	827 -1,358	-62%	-$61.5K	0.01%	246
2021 Q3	$100K	Sell	2,185 -155	-7%	-$7.09K	0.04%	178
2021 Q2	$108K	Sell	2,340 -123	-5%	-$5.64K	0.04%	174
2021 Q1	$113K	Sell	2,463 -1,571	-39%	-$71.5K	0.06%	161
2020 Q4	$183K	Buy	+4,034	New	+$180K	0.17%	121

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 $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 $5.72T AUM 30.48% 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 $444M AUM 24.03% 1-Year Est. Return

Lumature Wealth Partners's SHYG Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2023 at 284 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #303.

Lumature Wealth Partners first reported a position in SHYG in Q4 2020 and has held it in 11 quarters since. The position peaked at $183K in Q4 2020. 489 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

Lumature Wealth Partners held 284 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $11.8K as of Q2 2023.
Lumature Wealth Partners left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2023.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #303 holding.
Lumature Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $183K in Q4 2020.
489 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.