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 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

JSTA

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $29.3B AUM 38.15% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

WealthPLAN Partners's SHYG Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 381 shares — an estimated $15.8K sold.

WealthPLAN Partners first reported a position in SHYG in Q3 2020 and held it in 4 quarters. The position peaked at $317K in Q4 2022. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

WealthPLAN Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 381 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $15.8K.
WealthPLAN Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
WealthPLAN Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $317K in Q4 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 Partners's 13F filing for Q3 2023, filed 2 Nov 2023.