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

One Advisory 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 Q3	–	Sell	-7,380	Closed	-$306K	–	46
2023 Q2	$306K	Sell	7,380 -1	-0%	-$41	0.17%	35
2023 Q1	$308K	Sell	7,381 -80,801	-92%	-$3.35M	0.18%	35
2022 Q4	$3.61M	Buy	+88,182	New	+$3.61M	2.3%	14
2021 Q1	–	Sell	-86,484	Closed	-$3.93M	–	30
2020 Q4	$3.93M	Sell	86,484 -5,971	-6%	-$267K	2.69%	13
2020 Q3	$4.06M	Buy	92,455 +3,610	+4%	+$159K	3.09%	14
2020 Q2	$3.81M	Buy	+88,845	New	+$3.75M	3.08%	14

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 $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

OPAM

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

One Advisory Partners's SHYG Position: Q3 2023 in Review

One Advisory Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 7,380 shares — an estimated $306K sold.

One Advisory Partners first reported a position in SHYG in Q2 2020 and held it in 6 quarters. The position peaked at $4.06M in Q3 2020. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

One Advisory Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
One Advisory Partners sold 7,380 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $306K.
One Advisory Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
One Advisory Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.06M in Q3 2020.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on One Advisory Partners's 13F filing for Q3 2023, filed 16 Oct 2023.