SHYG β€” ISHARES TR

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

AI Ownership Summary

KITCHING PARTNERS, LLC reported ISHARES TR (SHYG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.53% in 2023 Q4. The latest visible filing shows SHYG at 9.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KITCHING PARTNERS, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHYG was reported at 9.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.53% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KITCHING PARTNERS, LLC held SHYG β€” position size vs. price
% of Fund (quarterly)    SHYG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 241,648 +11,048 +4.8% 9.46% $10.4M 2026-02-14 (Est.) $42.34
2025 Q3 ADDED 230,600 +5,577 +2.5% 9.43% $10.0M 2025-11-14 $41.50
2025 Q2 ADDED 225,023 +10,384 +4.8% 9.85% $9.7M 2025-08-14 $41.06
2025 Q1 REDUCED 214,639 -607 -0.3% 10.50% $9.1M 2025-05-14 $39.89
2024 Q4 ADDED 215,246 +1,508 +0.7% 11.73% $9.2M 2025-02-14 $39.71
2024 Q3 ADDED 213,738 +31,867 +17.5% 12.43% $9.3M 2024-11-14 $38.90
2024 Q2 ADDED 181,871 +8,183 +4.7% 13.96% $7.7M 2024-08-15 $37.95
2024 Q1 ADDED 173,688 +2,438 +1.4% 14.03% $7.4M 2024-05-15 $36.99
2023 Q4 INITIATED 171,250 β€” β€” 14.53% $7.2M 2024-02-14 $36.26

🏒 Other funds also holding SHYG

As of 2026 Q1 β€” sorted by position size

Coastline Trust Co 3Y 7Y 0.01% Investors Research Corp 3Y 7Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About KITCHING PARTNERS, LLC and SHYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has KITCHING PARTNERS, LLC reported owning SHYG?

KITCHING PARTNERS, LLC reported SHYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHYG position in KITCHING PARTNERS, LLC's portfolio?

The largest reported portfolio weight for SHYG was 14.53% in 2023 Q4.

What is the latest reported SHYG position on this page?

The most recent filing on this page is 2025 Q4, when KITCHING PARTNERS, LLC reported 241,648 shares, equal to 9.46% of portfolio, with an estimated market value of $10.4M.

What does the chart on this SHYG ownership page compare?

The chart compares KITCHING PARTNERS, LLC's quarterly SHYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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