Advus Financial Partners, LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Advus Financial Partners, LLC’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	-54,437	Closed	-$2.26M	–	165
2023 Q2	$2.26M	Sell	54,437 -6,222	-10%	-$256K	0.87%	27
2023 Q1	$2.53M	Buy	60,659 +38,194	+170%	+$1.58M	1.05%	24
2022 Q4	$919K	Buy	+22,465	New	+$919K	0.4%	38

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

Advus Financial Partners, LLC's SHYG Position: Q3 2023 in Review

Advus Financial Partners, LLC sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 54,437 shares — an estimated $2.26M sold.

Advus Financial Partners, LLC first reported a position in SHYG in Q4 2022 and held it in 3 quarters. The position peaked at $2.53M in Q1 2023. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

Advus Financial Partners, LLC reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Advus Financial Partners, LLC sold 54,437 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $2.26M.
Advus Financial Partners, LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Advus Financial Partners, LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.53M in Q1 2023.
468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2023, filed 25 Aug 2026.