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

Palladium 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
2021 Q3	–	Sell	-5,955	Closed	-$274K	–	298
2021 Q2	$274K	Hold	5,955	–	–	0.01%	248
2021 Q1	$273K	Buy	5,955 +346	+6%	+$15.8K	0.01%	247
2020 Q4	$255K	Hold	5,609	–	–	0.01%	234
2020 Q3	$247K	Hold	5,609	–	–	0.02%	222
2020 Q2	$241K	Hold	5,609	–	–	0.02%	226
2020 Q1	$229K	Hold	5,609	–	–	0.02%	220
2019 Q4	$260K	Sell	5,609 -186	-3%	-$8.6K	0.02%	236
2019 Q3	$273K	Buy	5,795 +186	+3%	+$8.63K	0.02%	227
2019 Q2	$262K	Hold	5,609	–	–	0.02%	238
2019 Q1	$262K	Sell	5,609 -186	-3%	-$8.59K	0.02%	233
2018 Q4	$258K	Hold	5,795	–	–	0.02%	225
2018 Q3	$273K	Sell	5,795 -777	-12%	-$36.4K	0.02%	237
2018 Q2	$306K	Buy	6,572 +777	+13%	+$36.3K	0.02%	231
2018 Q1	$271K	Buy	5,795 +186	+3%	+$8.73K	0.02%	238
2017 Q4	$264K	Hold	5,609	–	–	0.02%	238
2017 Q3	$268K	Buy	+5,609	New	+$267K	0.02%	232

Other funds holding SHYG

PCA

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

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Palladium Partners's SHYG Position: Q3 2021 in Review

Palladium Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2021, closing a stake of 5,955 shares — an estimated $274K sold.

Palladium Partners first reported a position in SHYG in Q3 2017 and held it in 16 quarters. The position peaked at $306K in Q2 2018. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

Palladium Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Palladium Partners sold 5,955 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $274K.
Palladium Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2017 and held it in 16 quarters.
Palladium Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $306K in Q2 2018.
413 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2021.

Based on Palladium Partners's 13F filing for Q3 2021, filed 26 Oct 2021.