WhitTier Trust Company’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

WhitTier Trust Company’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	-1,383	Closed	-$56.5K	–	1218
2022 Q4	$56.5K	Hold	1,383	–	–	﹤0.01%	649
2022 Q3	$55K	Sell	1,383 -800	-37%	-$33.1K	﹤0.01%	652
2022 Q2	$88K	Sell	2,183 -74,759	-97%	-$3.16M	﹤0.01%	587
2022 Q1	$3.38M	Buy	76,942 +9,250	+14%	+$410K	0.12%	153
2021 Q4	$3.07M	Buy	67,692 +5,949	+10%	+$270K	0.11%	160
2021 Q3	$2.82M	Sell	61,743 -200	-0.3%	-$9.15K	0.12%	154
2021 Q2	$2.85M	Sell	61,943 -2,775	-4%	-$127K	0.12%	153
2021 Q1	$2.96M	Buy	64,718 +2,350	+4%	+$107K	0.13%	143
2020 Q4	$2.83M	Sell	62,368 -1,850	-3%	-$82.6K	0.14%	136
2020 Q3	$2.82M	Buy	64,218 +11,568	+22%	+$508K	0.16%	127
2020 Q2	$2.26M	Buy	+52,650	New	+$2.22M	0.14%	137

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

WhitTier Trust Company's SHYG Position: Q1 2023 in Review

WhitTier Trust Company sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 1,383 shares — an estimated $56.5K sold.

WhitTier Trust Company first reported a position in SHYG in Q2 2020 and held it in 11 quarters. The position peaked at $3.38M in Q1 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

WhitTier Trust Company reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
WhitTier Trust Company sold 1,383 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $56.5K.
WhitTier Trust Company first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
WhitTier Trust Company's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.38M in Q1 2022.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.