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

Activest 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	-2,180	Closed	-$89.9K	–	369
2023 Q3	$89.4K	Buy	+2,180	New	+$90K	0.06%	63
2023 Q2	–	Sell	-2,180	Closed	-$90.9K	–	398
2023 Q1	$90.9K	Sell	2,180 -1,344	-38%	-$55.7K	0.06%	59
2022 Q4	$151K	Hold	3,524	–	–	0.04%	104
2022 Q3	$149K	Buy	3,524 +1,344	+62%	+$55.6K	0.05%	105
2022 Q2	$88K	Hold	2,180	–	–	0.06%	68
2022 Q1	$96K	Hold	2,180	–	–	0.06%	67
2021 Q4	$99K	Hold	2,180	–	–	0.06%	74
2021 Q3	$100K	Buy	+2,180	New	+$99.7K	0.07%	83

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Activest Wealth Management's SHYG Position: Q4 2023 in Review

Activest Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 2,180 shares — an estimated $89.9K sold.

Activest Wealth Management first reported a position in SHYG in Q3 2021 and held it in 8 quarters. The position peaked at $151K in Q4 2022. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Activest 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.
Activest Wealth Management sold 2,180 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $89.9K.
Activest Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
Activest Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $151K in Q4 2022.
503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Activest Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.