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

Quotient Wealth 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
2024
Q1 		– Sell
-7,127
Closed -$301K – 312
2023
Q4 		$301K Buy
+7,127
New +$294K 0.01% 225

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BlackRock
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Quotient Wealth Partners's SHYG Position: Q1 2024 in Review

Quotient Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 7,127 shares — an estimated $301K sold.

Quotient Wealth Partners first reported a position in SHYG in Q4 2023 and held it in 1 quarter. The position peaked at $301K in Q4 2023. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

  • Quotient Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 7,127 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $301K.
  • Quotient Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Quotient Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $301K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Quotient Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.