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All Season Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

All Season Financial Advisors’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
2024
Q2 		– Sell
-11,765
Closed -$501K – 113
2024
Q1 		$501K Sell
11,765
-13,573
-54% -$575K 0.41% 68
2023
Q4 		$1.07M Buy
+25,338
New +$1.04M 0.91% 30

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

All Season Financial Advisors's SHYG Position: Q2 2024 in Review

All Season Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 11,765 shares — an estimated $501K sold.

All Season Financial Advisors first reported a position in SHYG in Q4 2023 and held it in 2 quarters. The position peaked at $1.07M in Q4 2023. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

  • All Season Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 11,765 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $501K.
  • All Season Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • All Season Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.07M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on All Season Financial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.