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

Washington Trust’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 Q4	–	Sell	-101	Closed	-$5K	–	1067
2021 Q3	$5K	Hold	101	–	–	﹤0.01%	869
2021 Q2	$5K	Hold	101	–	–	﹤0.01%	869
2021 Q1	$5K	Hold	101	–	–	﹤0.01%	828
2020 Q4	$5K	Hold	101	–	–	﹤0.01%	804
2020 Q3	$4K	Buy	+101	New	+$4.44K	﹤0.01%	819

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

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

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

CPSAC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Washington Trust's SHYG Position: Q4 2021 in Review

Washington Trust sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2021, closing a stake of 101 shares — an estimated $5K sold.

Washington Trust first reported a position in SHYG in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 455 funds tracked by Wall St. Rank hold SHYG as of Q4 2021.

Washington Trust reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 101 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2021, an estimated $5K.
Washington Trust first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Washington Trust's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5K in Q3 2021.
455 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.