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

OneAscent Wealth Management’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 Q3	–	Sell	-5,578	Closed	-$226K	–	183
2022 Q2	$226K	Sell	5,578 -280	-5%	-$11.8K	0.12%	151
2022 Q1	$258K	Buy	+5,858	New	+$259K	0.13%	159

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

OneAscent Wealth Management's SHYG Position: Q3 2022 in Review

OneAscent Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2022, closing a stake of 5,578 shares — an estimated $226K sold.

OneAscent Wealth Management first reported a position in SHYG in Q1 2022 and held it in 2 quarters. The position peaked at $258K in Q1 2022. 446 funds tracked by Wall St. Rank hold SHYG as of Q3 2022.

OneAscent Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
OneAscent Wealth Management sold 5,578 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2022, an estimated $226K.
OneAscent Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
OneAscent Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $258K in Q1 2022.
446 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.