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

ShoreHaven 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
2023 Q1	–	Sell	-72,396	Closed	-$2.96M	–	84
2022 Q4	$2.96M	Buy	+72,396	New	+$2.96M	2.09%	13
2022 Q2	–	Sell	-67,258	Closed	-$2.96M	–	87
2022 Q1	$2.96M	Sell	67,258 -63,653	-49%	-$2.82M	1.56%	23
2021 Q4	$5.93M	Buy	130,911 +640	+0.5%	+$29K	2.94%	11
2021 Q3	$5.95M	Buy	130,271 +22,650	+21%	+$1.04M	3.1%	11
2021 Q2	$4.96M	Buy	107,621 +52,144	+94%	+$2.39M	2.66%	13
2021 Q1	$2.54M	Buy	+55,477	New	+$2.53M	1.38%	24

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

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

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

ShoreHaven Wealth Partners's SHYG Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 72,396 shares — an estimated $2.96M sold.

ShoreHaven Wealth Partners first reported a position in SHYG in Q1 2021 and held it in 6 quarters. The position peaked at $5.95M in Q3 2021. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

ShoreHaven Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 72,396 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $2.96M.
ShoreHaven Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
ShoreHaven Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.95M in Q3 2021.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.