4WM
SHYG icon

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
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM