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

Vertex Planning 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
-6,475
Closed -$265K – 144
2022
Q4 		$265K Buy
+6,475
New +$265K 0.1% 119

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Vertex Planning Partners's SHYG Position: Q1 2023 in Review

Vertex Planning Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 6,475 shares — an estimated $265K sold.

Vertex Planning Partners first reported a position in SHYG in Q4 2022 and held it in 1 quarter. The position peaked at $265K in Q4 2022. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

  • Vertex Planning Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Vertex Planning Partners sold 6,475 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $265K.
  • Vertex Planning Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Vertex Planning Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $265K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Vertex Planning Partners's 13F filing for Q1 2023, filed 16 May 2023.