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

Oxinas Partners 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 Q2	–	Sell	-6,122	Closed	-$269K	–	116
2022 Q1	$269K	Sell	6,122 -559	-8%	-$24.8K	0.17%	93
2021 Q4	$303K	Sell	6,681 -11,643	-64%	-$528K	0.17%	112
2021 Q3	$837K	Buy	18,324 +1,354	+8%	+$61.9K	0.49%	57
2021 Q2	$782K	Buy	16,970 +81	+0.5%	+$3.71K	0.45%	62
2021 Q1	$774K	Sell	16,889 -3,741	-18%	-$170K	0.49%	64
2020 Q4	$937K	Buy	+20,630	New	+$922K	0.7%	42

Other funds holding SHYG

PCA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxinas Partners Wealth Management's SHYG Position: Q2 2022 in Review

Oxinas Partners Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2022, closing a stake of 6,122 shares — an estimated $269K sold.

Oxinas Partners Wealth Management first reported a position in SHYG in Q4 2020 and held it in 6 quarters. The position peaked at $937K in Q4 2020. 456 funds tracked by Wall St. Rank hold SHYG as of Q2 2022.

Oxinas Partners Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Oxinas Partners Wealth Management sold 6,122 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2022, an estimated $269K.
Oxinas Partners Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Oxinas Partners Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $937K in Q4 2020.
456 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.