WealthPlan Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

WealthPlan Investment Management’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 Q3	–	Sell	-426	Closed	-$17.7K	–	316
2023 Q2	$17.7K	Hold	426	–	–	0.01%	253
2023 Q1	$17.8K	Sell	426 -7,212	-94%	-$299K	﹤0.01%	299
2022 Q4	$317K	Sell	7,638 -5,458	-42%	-$223K	0.02%	305
2022 Q3	$542K	Buy	+13,096	New	+$541K	0.04%	234

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

WealthPlan Investment Management's SHYG Position: Q3 2023 in Review

WealthPlan Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 426 shares — an estimated $17.7K sold.

WealthPlan Investment Management first reported a position in SHYG in Q3 2022 and held it in 4 quarters. The position peaked at $542K in Q3 2022. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

WealthPlan Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 426 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $17.7K.
WealthPlan Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
WealthPlan Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $542K in Q3 2022.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.