SHYG ISHARES TR

Ownership history in KITCHING PARTNERS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which KITCHING PARTNERS, LLC reported a position in ISHARES TR (SHYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.53% (2023 Q4)
Avg. % of fund
11.77%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 241,648 +11,048 +4.8% 9.46% $10.4M $42.38
2025 Q3 ADDED 230,600 +5,577 +2.5% 9.43% $10.0M $41.83
2025 Q2 ADDED 225,023 +10,384 +4.8% 9.85% $9.7M $40.97
2025 Q1 REDUCED 214,639 -607 -0.3% 10.50% $9.1M $39.65
2024 Q4 ADDED 215,246 +1,508 +0.7% 11.73% $9.2M $39.26
2024 Q3 ADDED 213,738 +31,867 +17.5% 12.43% $9.3M $39.08
2024 Q2 ADDED 181,871 +8,183 +4.7% 13.96% $7.7M $37.33
2024 Q1 ADDED 173,688 +2,438 +1.4% 14.03% $7.4M $36.98
2023 Q4 INITIATED 171,250 14.53% $7.2M
% of Fund (quarterly)    SHYG price (monthly, adj. close)
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