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

One Charles Private 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
2022
Q2 		– Sell
-33,112
Closed -$1.46M – 128
2022
Q1 		$1.46M Buy
+33,112
New +$1.47M 0.91% 29

Other funds holding SHYG

PCA
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Charles Private Wealth Services's SHYG Position: Q2 2022 in Review

One Charles Private Wealth Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 33,112 shares — an estimated $1.46M sold.

One Charles Private Wealth Services first reported a position in SHYG in Q1 2022 and held it in 1 quarter. The position peaked at $1.46M in Q1 2022. 457 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

  • One Charles Private Wealth Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • One Charles Private Wealth Services sold 33,112 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $1.46M.
  • One Charles Private Wealth Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • One Charles Private Wealth Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.46M in Q1 2022.
  • 457 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on One Charles Private Wealth Services's 13F filing for Q2 2022, filed 8 Aug 2022.