Adroit Compliance’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Adroit Compliance’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	$1.87M	Buy	+44,197	New	+$1.82M	0.39%	28

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 $5.29B AUM 8.96% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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 $79.5B AUM 27.1% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Adroit Compliance's SHYG Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023: 44,197 shares worth $1.87M. The stake represents 0.39% of the portfolio and ranks #28 among its holdings.

503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Adroit Compliance held 44,197 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.87M as of Q4 2023.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.39% of Adroit Compliance's portfolio in Q4 2023, its #28 holding.
503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.