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

WestEnd Advisors’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 Q1	–	Sell	-19	Closed	-$787	–	121
2022 Q4	$777	Sell	19 -113	-86%	-$4.62K	﹤0.01%	115
2022 Q3	$5K	Sell	132 -2,426	-95%	-$100K	﹤0.01%	73
2022 Q2	$104K	Buy	+2,558	New	+$108K	﹤0.01%	52
2022 Q1	–	Hold	0	–	–	–	14

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

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

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

JSTA

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WestEnd Advisors's SHYG Position: Q1 2023 in Review

WestEnd Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 19 shares — an estimated $787 sold.

WestEnd Advisors first reported a position in SHYG in Q2 2022 and held it in 3 quarters. The position peaked at $104K in Q2 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

WestEnd Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
WestEnd Advisors sold 19 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $787.
WestEnd Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
WestEnd Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $104K in Q2 2022.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on WestEnd Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.