West Wealth Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

West Wealth Group’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 Q2	–	Sell	-19,075	Closed	-$795K	–	78
2023 Q1	$795K	Sell	19,075 -73,885	-79%	-$3.06M	0.37%	21
2022 Q4	$3.8M	Buy	92,960 +64,448	+226%	+$2.64M	1.89%	14
2022 Q3	$1.14M	Sell	28,512 -6,865	-19%	-$284K	0.58%	25
2022 Q2	$1.43M	Buy	35,377 +14,853	+72%	+$628K	0.66%	23
2022 Q1	$902K	Buy	+20,524	New	+$909K	0.36%	25

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

OPAM

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

West Wealth Group's SHYG Position: Q2 2023 in Review

West Wealth Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 19,075 shares — an estimated $795K sold.

West Wealth Group first reported a position in SHYG in Q1 2022 and held it in 5 quarters. The position peaked at $3.8M in Q4 2022. 489 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

West Wealth Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
West Wealth Group sold 19,075 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $795K.
West Wealth Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
West Wealth Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.8M in Q4 2022.
489 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on West Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.