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

WealthPLAN 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 Q3	–	Sell	-381	Closed	-$15.8K	–	1020
2023 Q2	$15.8K	Sell	381 -1,879	-83%	-$77.4K	﹤0.01%	722
2023 Q1	$94.2K	Sell	2,260 -5,378	-70%	-$223K	0.01%	437
2022 Q4	$317K	Buy	+7,638	New	+$312K	0.02%	306
2020 Q4	–	Sell	-5,019	Closed	-$223K	–	348
2020 Q3	$223K	Buy	+5,019	New	+$221K	0.02%	285

Other funds holding SHYG

Empower Advisory Group

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services

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

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

State of New Jersey Common Pension Fund D

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

Financial Gravity Asset Management Lakeway, Texas $562M AUM