4J Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

4J Wealth Management’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 Q4	–	Sell	-24,617	Closed	-$1.01M	–	85
2023 Q3	$1.01M	Buy	24,617 +482	+2%	+$19.9K	1.01%	29
2023 Q2	$1M	Sell	24,135 -192	-0.8%	-$7.91K	0.97%	30
2023 Q1	$1.01M	Buy	24,327 +349	+1%	+$14.5K	1.09%	27
2022 Q4	$980K	Buy	23,978 +411	+2%	+$16.8K	1.14%	25
2022 Q3	$941K	Buy	23,567 +2,112	+10%	+$87.3K	1.2%	23
2022 Q2	$870K	Buy	+21,455	New	+$907K	1.09%	25
2021 Q1	–	Sell	-37,856	Closed	-$1.72M	–	76
2020 Q4	$1.72M	Buy	+37,856	New	+$1.69M	1.66%	17

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

4J Wealth Management's SHYG Position: Q4 2023 in Review

4J Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 24,617 shares — an estimated $1.01M sold.

4J Wealth Management first reported a position in SHYG in Q4 2020 and held it in 7 quarters. The position peaked at $1.72M in Q4 2020. 504 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

4J Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
4J Wealth Management sold 24,617 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $1.01M.
4J Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
4J Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.72M in Q4 2020.
504 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on 4J Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.